Precedent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.22M | Sell |
99,914
-3,903
| -4% | -$165K | 1.03% | 23 |
|
|
2025
Q1 | $4.2M | Sell |
103,817
-188
| -0.2% | -$7.6K | 1.16% | 22 |
|
|
2024
Q4 | $4.2M | Sell |
104,005
-5,749
| -5% | -$232K | 1.37% | 19 |
|
|
2024
Q3 | $4.46M | Sell |
109,754
-12,371
| -10% | -$503K | 1.47% | 16 |
|
|
2024
Q2 | $4.63M | Buy |
122,125
+7,186
| +6% | +$273K | 1.87% | 12 |
|
|
2024
Q1 | $4.42M | Sell |
114,939
-23,024
| -17% | -$886K | 1.9% | 12 |
|
|
2023
Q4 | $4.86M | Buy |
+137,963
| New | +$4.86M | 2.47% | 9 |
|