Rise 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
Q2 | $6.86K | Buy |
169
+1
| +0.6% | +$41 | ﹤0.01% | 1131 |
|
|
2025
Q1 | $6.37K | Sell |
168
-30
| -15% | -$1.14K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $8.24K | Buy |
198
+1
| +0.5% | +$42 | ﹤0.01% | 1016 |
|
|
2024
Q3 | $8.19K | Buy |
197
+1
| +0.5% | +$42 | ﹤0.01% | 1038 |
|
|
2024
Q2 | $7.49K | Hold |
196
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q1 | $7.68K | Buy |
196
+1
| +0.5% | +$39 | ﹤0.01% | 1066 |
|
|
2023
Q4 | $7.32K | Hold |
195
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $6.42K | Hold |
195
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $6.66K | Hold |
195
| – | – | 0.01% | 393 |
|
|
2023
Q1 | $6.35K | Buy |
195
+5
| +3% | +$163 | ﹤0.01% | 423 |
|
|
2022
Q4 | $6.09K | Hold |
190
| – | – | ﹤0.01% | 421 |
|
|
2022
Q3 | $6K | Hold |
190
| – | – | 0.01% | 417 |
|
|
2022
Q2 | $6K | Hold |
190
| – | – | 0.01% | 418 |
|
|
2022
Q1 | $7K | Hold |
190
| – | – | 0.01% | 376 |
|
|
2021
Q4 | $7.27K | Buy |
+190
| New | +$7.27K | 0.01% | 362 |
|