Robinson Smith Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
14,068
+1,875
| +15% | +$79.3K | 0.48% | 42 |
|
|
2025
Q1 | $493K | Hold |
12,193
| – | – | 0.41% | 49 |
|
|
2024
Q4 | $492K | Hold |
12,193
| – | – | 0.42% | 47 |
|
|
2024
Q3 | $495K | Hold |
12,193
| – | – | 0.42% | 51 |
|
|
2024
Q2 | $463K | Hold |
12,193
| – | – | 0.41% | 50 |
|
|
2024
Q1 | $469K | Hold |
12,193
| – | – | 0.45% | 49 |
|
|
2023
Q4 | $429K | Buy |
+12,193
| New | +$429K | 0.42% | 49 |
|