Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $270K | Buy |
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|
2017
Q3 | $230K | Sell |
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|
2017
Q2 | $231K | Buy |
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|
2017
Q1 | $200K | Sell |
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|
2016
Q4 | $1.04M | Hold |
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|
2016
Q3 | $951K | Buy |
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|
2016
Q2 | $868K | Buy |
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|
2016
Q1 | $828K | Sell |
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|
2015
Q4 | $859K | Buy |
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|
2015
Q3 | $793K | Buy |
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|
2015
Q2 | $815K | Hold |
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|
2015
Q1 | $816K | Sell |
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|
2014
Q4 | $1.78M | Hold |
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|
2014
Q3 | $1.66M | Hold |
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|
2014
Q2 | $1.78M | Hold |
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|
2014
Q1 | $1.76M | Buy |
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|
2013
Q4 | $1.69M | Sell |
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|
2013
Q3 | $1.68M | Hold |
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|
2013
Q2 | $1.52M | Buy |
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