Private Trust Company’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 | $60.1K | Hold |
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|
2025
Q2 | $53.8K | Buy |
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|
2025
Q1 | $37.7K | Hold |
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|
2024
Q4 | $41.4K | Hold |
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|
2024
Q3 | $41.3K | Buy |
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|
2024
Q2 | $21.9K | Buy |
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|
2024
Q1 | $9.31K | Hold |
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|
2023
Q4 | $8.88K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $181K | Hold |
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|
2014
Q1 | $178K | Sell |
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|
2013
Q4 | $189K | Sell |
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|
2013
Q3 | $216K | Sell |
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|
2013
Q2 | $228K | Buy |
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