Patriot Financial Group Insurance Agency’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-560
| Closed | -$17K | – | 1545 |
|
|
2022
Q2 | $17K | Hold |
560
| – | – | ﹤0.01% | 1071 |
|
|
2022
Q1 | $19K | Buy |
+560
| New | +$19K | ﹤0.01% | 1114 |
|
|
2018
Q2 | – | Sell |
-5,750
| Closed | -$124K | – | 842 |
|
|
2018
Q1 | $124K | Buy |
5,750
+315
| +6% | +$6.79K | 0.09% | 186 |
|
|
2017
Q4 | $124K | Buy |
5,435
+2,270
| +72% | +$51.8K | 0.09% | 180 |
|
|
2017
Q3 | $68K | Buy |
3,165
+555
| +21% | +$11.9K | 0.06% | 217 |
|
|
2017
Q2 | $54K | Buy |
2,610
+485
| +23% | +$10K | 0.06% | 230 |
|
|
2017
Q1 | $43K | Buy |
2,125
+560
| +36% | +$11.3K | 0.05% | 243 |
|
|
2016
Q4 | $31K | Buy |
+1,565
| New | +$31K | 0.04% | 290 |
|