Resonant Capital 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
Q3 | $1.45M | Sell |
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|
2025
Q2 | $1.36M | Hold |
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|
2025
Q1 | $1.27M | Hold |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.53M | Hold |
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|
2024
Q2 | $1.4M | Hold |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.37M | Hold |
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|
2023
Q3 | $1.2M | Hold |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.28M | Hold |
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|
2022
Q4 | $1.23M | Hold |
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|
2022
Q3 | $1.13M | Hold |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.53M | Hold |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1M | Hold |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $857K | Hold |
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|
2020
Q3 | $665K | Sell |
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|
2020
Q2 | $930K | Sell |
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|
2020
Q1 | $1.95M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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