Schechter Investment Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $268K | Sell |
7,075
-250
| -3% | -$9.47K | 0.02% | 493 |
|
|
2024
Q4 | $305K | Hold |
7,325
| – | – | 0.02% | 490 |
|
|
2024
Q3 | $304K | Hold |
7,325
| – | – | 0.02% | 493 |
|
|
2024
Q2 | $279K | Buy |
7,325
+280
| +4% | +$10.7K | 0.02% | 488 |
|
|
2024
Q1 | $277K | Hold |
7,045
| – | – | 0.02% | 510 |
|
|
2023
Q4 | $264K | Hold |
7,045
| – | – | 0.02% | 494 |
|
|
2023
Q3 | $232K | Buy |
+7,045
| New | +$232K | 0.02% | 512 |
|