OPPS
Obsidian Personal Planning Solutions’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 | $1.25M | Sell |
29,595
-602
| -2% | -$25.4K | 0.51% | 32 |
|
2025
Q1 | $1.18M | Sell |
30,197
-98,412
| -77% | -$3.85M | 0.53% | 30 |
|
2024
Q4 | $5.4M | Buy |
128,609
+4,362
| +4% | +$183K | 2.61% | 15 |
|
2024
Q3 | $5M | Buy |
124,247
+8,340
| +7% | +$336K | 2.61% | 16 |
|
2024
Q2 | $4.4M | Buy |
115,907
+5,740
| +5% | +$218K | 2.68% | 15 |
|
2024
Q1 | $4.06M | Sell |
110,167
-2,118
| -2% | -$78K | 2.66% | 15 |
|
2023
Q4 | $3.95M | Buy |
112,285
+3,401
| +3% | +$120K | 3.01% | 12 |
|
2023
Q3 | $3.46M | Buy |
108,884
+89,575
| +464% | +$2.85M | 2.96% | 11 |
|
2023
Q2 | $3.16M | Buy |
19,309
+829
| +4% | +$136K | 3.89% | 9 |
|
2023
Q1 | $2.9M | Buy |
18,480
+100
| +0.5% | +$15.7K | 4.22% | 9 |
|
2022
Q4 | $2.85M | Buy |
18,380
+591
| +3% | +$91.7K | 4.58% | 8 |
|
2022
Q3 | $2.47M | Buy |
17,789
+403
| +2% | +$55.9K | 4.52% | 9 |
|
2022
Q2 | $2.58M | Buy |
+17,386
| New | +$2.58M | 4.39% | 8 |
|