Sightline Wealth Advisors’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 | $264K | Buy |
|
|||||
|
2025
Q2 | $236K | Buy |
|
|||||
|
2025
Q1 | $219K | Buy |
|
|||||
|
2024
Q4 | $240K | Buy |
|
|||||
|
2024
Q3 | $239K | Buy |
|
|||||
|
2024
Q2 | $218K | Buy |
|
|||||
|
2024
Q1 | $224K | Buy |
|
|||||
|
2023
Q4 | $213K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $202K | Buy |
|
|||||
|
2021
Q4 | $214K | Buy |
|
|||||
|
2021
Q3 | $202K | Buy |
|
|||||
|
2021
Q2 | $206K | Buy |
|