Sequoia Financial Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
16,261
+739
| +5% | +$30.1K | ﹤0.01% | 868 |
|
|
2025
Q1 | $588K | Buy |
15,522
+73
| +0.5% | +$2.76K | ﹤0.01% | 795 |
|
|
2024
Q4 | $643K | Buy |
15,449
+4,524
| +41% | +$188K | 0.01% | 722 |
|
|
2024
Q3 | $454K | Buy |
10,925
+360
| +3% | +$15K | ﹤0.01% | 789 |
|
|
2024
Q2 | $403K | Buy |
10,565
+1,120
| +12% | +$42.7K | ﹤0.01% | 770 |
|
|
2024
Q1 | $371K | Buy |
9,445
+219
| +2% | +$8.6K | ﹤0.01% | 781 |
|
|
2023
Q4 | $346K | Buy |
+9,226
| New | +$346K | ﹤0.01% | 865 |
|