Montz Harcus Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14M | Buy |
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|
2025
Q2 | $12.9M | Buy |
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|
2025
Q1 | $11.9M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.9M | Buy |
|
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|
2024
Q2 | $9.94M | Buy |
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|
2024
Q1 | $9.53M | Buy |
|
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|
2023
Q4 | $8.6M | Sell |
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|
2023
Q3 | $7.82M | Buy |
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|
2023
Q2 | $7.79M | Buy |
|
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|
2023
Q1 | $7.21M | Sell |
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|
2022
Q4 | $7.19M | Buy |
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|
2022
Q3 | $6.24M | Buy |
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|
2022
Q2 | $6.57M | Buy |
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|
2022
Q1 | $7.22M | Buy |
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|
2021
Q4 | $6.91M | Buy |
|