SWM
SigFig Wealth Management’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
Q2 | $1.61M | Buy |
38,340
+397
| +1% | +$16.7K | 0.05% | 87 |
|
|
2025
Q1 | $1.52M | Buy |
37,943
+15
| +0% | +$601 | 0.05% | 87 |
|
|
2024
Q4 | $1.53M | Sell |
37,928
-621
| -2% | -$25K | 0.06% | 86 |
|
|
2024
Q3 | $1.56M | Buy |
38,549
+2,086
| +6% | +$84.5K | 0.06% | 84 |
|
|
2024
Q2 | $1.38M | Buy |
36,463
+1,361
| +4% | +$51.7K | 0.05% | 86 |
|
|
2024
Q1 | $1.35M | Sell |
35,102
-1,809
| -5% | -$69.6K | 0.05% | 93 |
|
|
2023
Q4 | $1.3M | Sell |
36,911
-5,684
| -13% | -$200K | 0.05% | 91 |
|
|
2023
Q3 | $1.36M | Buy |
42,595
+34,045
| +398% | +$1.08M | 0.05% | 88 |
|
|
2023
Q2 | $1.39M | Sell |
8,550
-627
| -7% | -$102K | 0.05% | 84 |
|
|
2023
Q1 | $1.44M | Sell |
9,177
-170
| -2% | -$26.7K | 0.08% | 75 |
|
|
2022
Q4 | $1.45M | Sell |
9,347
-22
| -0.2% | -$3.41K | 0.07% | 75 |
|
|
2022
Q3 | $1.32M | Sell |
9,369
-2,584
| -22% | -$363K | 0.07% | 73 |
|
|
2022
Q2 | $1.77M | Sell |
11,953
-4,938
| -29% | -$732K | 0.09% | 59 |
|
|
2022
Q1 | $2.89M | Buy |
16,891
+5,994
| +55% | +$1.02M | 0.14% | 50 |
|
|
2021
Q4 | $1.87M | Buy |
10,897
+3,859
| +55% | +$663K | 0.09% | 53 |
|
|
2021
Q3 | $1.12M | Buy |
+7,038
| New | +$1.12M | 0.06% | 66 |
|