Principal Securities’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
Q2 | $154K | Buy |
3,776
+1,002
| +36% | +$40.8K | ﹤0.01% | 1354 |
|
|
2025
Q1 | $115K | Hold |
2,774
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q4 | $115K | Buy |
2,774
+55
| +2% | +$2.29K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $113K | Sell |
2,719
-113
| -4% | -$4.7K | ﹤0.01% | 1342 |
|
|
2024
Q2 | $108K | Hold |
2,832
| – | – | ﹤0.01% | 1295 |
|
|
2024
Q1 | $111K | Buy |
2,832
+26
| +0.9% | +$1.02K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $105K | Buy |
+2,806
| New | +$105K | ﹤0.01% | 1175 |
|