Oxler Private Wealth’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 | $667K | Sell |
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|
2025
Q2 | $624K | Sell |
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|
2025
Q1 | $618K | Buy |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $782K | Buy |
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|
2023
Q3 | $686K | Sell |
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|
2023
Q2 | $742K | Buy |
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|
2023
Q1 | $707K | Sell |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $656K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $881K | Sell |
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|
2021
Q2 | $923K | Sell |
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|
2021
Q1 | $895K | Hold |
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|
2020
Q4 | $766K | Buy |
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