OPOWM
One Plus One Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,203
| Closed | -$231K | – | 99 |
|
|
2021
Q4 | $231K | Sell |
1,203
-2
| -0.2% | -$384 | 0.16% | 91 |
|
|
2021
Q3 | $220K | Sell |
1,205
-222
| -16% | -$40.5K | 0.16% | 80 |
|
|
2021
Q2 | $267K | Buy |
1,427
+6
| +0.4% | +$1.12K | 0.18% | 66 |
|
|
2021
Q1 | $251K | Buy |
+1,421
| New | +$251K | 0.2% | 70 |
|