PWAG
Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-25,283
| Closed | -$3.12M | – | 173 |
|
|
2019
Q3 | $3.12M | Sell |
25,283
-1,738
| -6% | -$215K | 0.25% | 67 |
|
|
2019
Q2 | $3.46M | Sell |
27,021
-259
| -0.9% | -$33.2K | 0.26% | 63 |
|
|
2019
Q1 | $3.53M | Buy |
27,280
+129
| +0.5% | +$16.7K | 0.27% | 68 |
|
|
2018
Q4 | $3.09M | Sell |
27,151
-502
| -2% | -$57.1K | 0.29% | 62 |
|
|
2018
Q3 | $3.93M | Sell |
27,653
-866
| -3% | -$123K | 0.27% | 75 |
|
|
2018
Q2 | $3.68M | Sell |
28,519
-40
| -0.1% | -$5.16K | 0.31% | 57 |
|
|
2018
Q1 | $3.68M | Buy |
+28,559
| New | +$3.68M | 0.3% | 58 |
|