Sheets Smith 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
Q3 | $258K | Hold |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $399K | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $1.17M | Sell |
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|
2017
Q4 | $1.21M | Buy |
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|
2017
Q3 | $1.11M | Buy |
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|
2017
Q2 | $1.03M | Buy |
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|
2017
Q1 | $1.01M | Sell |
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|
2016
Q4 | $1.02M | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $979K | Buy |
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|
2016
Q1 | $908K | Sell |
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|
2015
Q4 | $997K | Buy |
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|
2015
Q3 | $873K | Sell |
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|
2015
Q2 | $7.31M | Buy |
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|
2015
Q1 | $2.44M | Buy |
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|
2014
Q4 | $2.2M | Buy |
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|
2014
Q3 | $603K | Sell |
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|
2014
Q2 | $648K | Sell |
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|
2014
Q1 | $659K | Buy |
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|
2013
Q4 | $397K | Buy |
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|
2013
Q3 | $323K | Buy |
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|
2013
Q2 | $292K | Buy |
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