Ritholtz Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-16,950
| Closed | -$433K | – | 137 |
|
|
2019
Q1 | $433K | Buy |
16,950
+2,925
| +21% | +$74.7K | 0.08% | 81 |
|
|
2018
Q4 | $319K | Buy |
14,025
+750
| +6% | +$17.1K | 0.07% | 88 |
|
|
2018
Q3 | $378K | Buy |
13,275
+305
| +2% | +$8.69K | 0.1% | 78 |
|
|
2018
Q2 | $361K | Buy |
12,970
+1,200
| +10% | +$33.4K | 0.1% | 79 |
|
|
2018
Q1 | $303K | Buy |
+11,770
| New | +$303K | 0.09% | 81 |
|