Northwestern Mutual Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $423K | Buy |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $161K | Buy |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $145K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $130K | Buy |
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|
2020
Q1 | $86K | Hold |
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|
2019
Q4 | $131K | Hold |
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|
2019
Q3 | $122K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $109K | Sell |
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|
2018
Q3 | $151K | Sell |
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|
2018
Q2 | $185K | Sell |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $165K | Sell |
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|
2017
Q3 | $209K | Sell |
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|
2017
Q2 | $556K | Buy |
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|
2017
Q1 | $191K | Buy |
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|
2016
Q4 | $78K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $47K | Buy |
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|
2016
Q1 | $14K | Sell |
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|
2015
Q4 | $47K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $19K | Hold |
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|
2014
Q2 | $20K | Buy |
|