Regal Investment Advisors’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
Q2 | $6.82M | Buy |
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2025
Q1 | $6.18M | Buy |
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|
2024
Q4 | $6.23M | Buy |
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|
2024
Q3 | $5.84M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $4.94M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12K | Hold |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $9K | Buy |
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