Pinnacle Financial Partners’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
Q1 | $258K | Sell |
6,807
-36
| -0.5% | -$1.36K | 0.01% | 403 |
|
|
2024
Q4 | $285K | Sell |
6,843
-116
| -2% | -$4.83K | 0.01% | 384 |
|
|
2024
Q3 | $289K | Hold |
6,959
| – | – | 0.01% | 383 |
|
|
2024
Q2 | $265K | Sell |
6,959
-93
| -1% | -$3.55K | 0.01% | 384 |
|
|
2024
Q1 | $277K | Buy |
7,052
+1,324
| +23% | +$52K | 0.01% | 383 |
|
|
2023
Q4 | $215K | Sell |
5,728
-4,460
| -44% | -$167K | 0.01% | 399 |
|
|
2023
Q3 | $336K | Buy |
10,188
+3,603
| +55% | +$119K | 0.01% | 331 |
|
|
2023
Q2 | $226K | Buy |
+6,585
| New | +$226K | 0.01% | 370 |
|
|
2022
Q2 | – | Sell |
-8,115
| Closed | -$297K | – | 453 |
|
|
2022
Q1 | $297K | Buy |
+8,115
| New | +$297K | 0.01% | 322 |
|