O'Shaughnessy Asset 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
Q2 | $190K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $153K | Hold |
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $143K | Buy |
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|
2023
Q4 | $85.9K | Hold |
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|
2023
Q3 | $75.5K | Buy |
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|
2023
Q2 | $68.9K | Buy |
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|
2023
Q1 | $61.5K | Hold |
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|
2022
Q4 | $59.2K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $192K | Hold |
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|
2021
Q3 | $183K | Hold |
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|
2021
Q2 | $187K | Hold |
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|
2021
Q1 | $177K | Buy |
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