MSWM
Mowery & Schoenfeld Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
3,500
| – | – | 0.22% | 54 |
|
|
2025
Q1 | $141K | Hold |
3,500
| – | – | 0.28% | 62 |
|
|
2024
Q4 | $141K | Hold |
3,500
| – | – | 0.27% | 56 |
|
|
2024
Q3 | $142K | Hold |
3,500
| – | – | 0.22% | 51 |
|
|
2024
Q2 | $133K | Hold |
3,500
| – | – | 0.19% | 54 |
|
|
2024
Q1 | $135K | Hold |
3,500
| – | – | 0.26% | 44 |
|
|
2023
Q4 | $123K | Buy |
+3,500
| New | +$123K | 0.25% | 50 |
|