SMA
Sage Mountain Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.4K | Hold |
2,020
| – | – | 0.01% | 445 |
|
|
2025
Q1 | $81.6K | Hold |
2,020
| – | – | 0.01% | 424 |
|
|
2024
Q4 | $81.5K | Hold |
2,020
| – | – | 0.01% | 420 |
|
|
2024
Q3 | $82.1K | Buy |
2,020
+1,770
| +708% | +$71.9K | 0.01% | 428 |
|
|
2024
Q2 | $9.49K | Hold |
250
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $9.62K | Hold |
250
| – | – | ﹤0.01% | 390 |
|
|
2023
Q4 | $8.8K | Hold |
250
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $7.96K | Buy |
250
+200
| +400% | +$6.36K | ﹤0.01% | 334 |
|
|
2023
Q2 | $8.18K | Buy |
+50
| New | +$8.18K | ﹤0.01% | 326 |
|