Shakespeare Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $922K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $955K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $974K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $884K | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.44M | Sell |
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|
2019
Q2 | $1.47M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $1.96M | Sell |
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|
2018
Q2 | $1.92M | Sell |
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|
2018
Q1 | $1.81M | Sell |
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|
2017
Q4 | $1.92M | Buy |
|