Principle Wealth Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $520 | Buy |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.54M | Sell |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.59M | Buy |
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