Omni 360 Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Sell |
20,748
-1,138
| -5% | -$46.3K | 0.42% | 51 |
|
|
2025
Q1 | $829K | Buy |
21,886
+6
| +0% | +$227 | 0.49% | 47 |
|
|
2024
Q4 | $910K | Sell |
21,880
-148
| -0.7% | -$6.16K | 0.57% | 47 |
|
|
2024
Q3 | $915K | Sell |
22,028
-184
| -0.8% | -$7.65K | 0.6% | 45 |
|
|
2024
Q2 | $847K | Sell |
22,212
-198
| -0.9% | -$7.55K | 0.63% | 44 |
|
|
2024
Q1 | $880K | Sell |
22,410
-109
| -0.5% | -$4.28K | 0.72% | 37 |
|
|
2023
Q4 | $844K | Buy |
+22,519
| New | +$844K | 0.79% | 35 |
|