MYCIO Wealth Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,765
| Closed | -$76K | – | 296 |
|
|
2019
Q4 | $76K | Buy |
2,765
+1,285
| +87% | +$35.3K | ﹤0.01% | 374 |
|
|
2019
Q3 | $38K | Hold |
1,480
| – | – | ﹤0.01% | 375 |
|
|
2019
Q2 | $38K | Buy |
+1,480
| New | +$38K | ﹤0.01% | 351 |
|
|
2016
Q4 | – | Sell |
-3,900
| Closed | -$82K | – | 541 |
|
|
2016
Q3 | $82K | Hold |
3,900
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $76K | Buy |
+3,900
| New | +$76K | 0.01% | 290 |
|