PSI Advisors’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
Q1 | – | Sell |
-90
| Closed | -$3.75K | – | 890 |
|
|
2024
Q4 | $3.75K | Hold |
90
| – | – | ﹤0.01% | 660 |
|
|
2024
Q3 | $3.74K | Hold |
90
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $3.43K | Hold |
90
| – | – | ﹤0.01% | 678 |
|
|
2024
Q1 | $3.54K | Hold |
90
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $3.37K | Hold |
90
| – | – | ﹤0.01% | 675 |
|
|
2023
Q3 | $2.97K | Hold |
90
| – | – | ﹤0.01% | 658 |
|
|
2023
Q2 | $3.09K | Hold |
90
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $2.96K | Hold |
90
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $2.85K | Hold |
90
| – | – | ﹤0.01% | 576 |
|
|
2022
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 631 |
|