Schechter Investment 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
Q1 | $498K | Hold |
12,333
| – | – | 0.04% | 370 |
|
|
2024
Q4 | $498K | Hold |
12,333
| – | – | 0.04% | 388 |
|
|
2024
Q3 | $501K | Hold |
12,333
| – | – | 0.04% | 394 |
|
|
2024
Q2 | $468K | Buy |
12,333
+1,203
| +11% | +$45.7K | 0.04% | 388 |
|
|
2024
Q1 | $428K | Hold |
11,130
| – | – | 0.03% | 411 |
|
|
2023
Q4 | $392K | Hold |
11,130
| – | – | 0.03% | 398 |
|
|
2023
Q3 | $354K | Buy |
11,130
+4,650
| +72% | +$148K | 0.03% | 415 |
|
|
2023
Q2 | $212K | Hold |
6,480
| – | – | 0.02% | 577 |
|
|
2023
Q1 | $203K | Sell |
6,480
-100
| -2% | -$3.14K | 0.02% | 618 |
|
|
2022
Q4 | $204K | Buy |
+6,580
| New | +$204K | 0.02% | 755 |
|