SAG
SageView Advisory Group’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 | $735K | Sell |
17,039
-839
| -5% | -$36.2K | 0.03% | 289 |
|
|
2025
Q1 | $722K | Sell |
17,878
-1,736
| -9% | -$70.2K | 0.03% | 273 |
|
|
2024
Q4 | $791K | Buy |
19,614
+2,659
| +16% | +$107K | 0.03% | 256 |
|
|
2024
Q3 | $689K | Sell |
16,955
-6,316
| -27% | -$257K | 0.04% | 249 |
|
|
2024
Q2 | $883K | Buy |
+23,271
| New | +$883K | 0.04% | 241 |
|
|
2024
Q1 | – | Sell |
-91,424
| Closed | -$3.29M | – | 754 |
|
|
2023
Q4 | $3.29M | Buy |
91,424
+44,348
| +94% | +$1.59M | 0.14% | 93 |
|
|
2023
Q3 | $1.5M | Buy |
47,076
+34,264
| +267% | +$1.09M | 0.09% | 142 |
|
|
2023
Q2 | $2.1M | Buy |
12,812
+4,202
| +49% | +$688K | 0.12% | 113 |
|
|
2023
Q1 | $1.35M | Sell |
8,610
-717
| -8% | -$112K | 0.09% | 161 |
|
|
2022
Q4 | $1.45M | Buy |
+9,327
| New | +$1.45M | 0.12% | 123 |
|