Sightline Wealth 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 | $236K | Buy |
5,796
+15
| +0.3% | +$610 | 0.11% | 73 |
|
|
2025
Q1 | $219K | Buy |
5,781
+7
| +0.1% | +$265 | 0.12% | 74 |
|
|
2024
Q4 | $240K | Buy |
5,774
+32
| +0.6% | +$1.33K | 0.13% | 76 |
|
|
2024
Q3 | $239K | Buy |
5,742
+18
| +0.3% | +$748 | 0.13% | 72 |
|
|
2024
Q2 | $218K | Buy |
5,724
+23
| +0.4% | +$877 | 0.14% | 72 |
|
|
2024
Q1 | $224K | Buy |
5,701
+13
| +0.2% | +$511 | 0.15% | 67 |
|
|
2023
Q4 | $213K | Buy |
+5,688
| New | +$213K | 0.16% | 64 |
|
|
2022
Q2 | – | Sell |
-5,545
| Closed | -$202K | – | 56 |
|
|
2022
Q1 | $202K | Buy |
5,545
+15
| +0.3% | +$546 | 0.17% | 51 |
|
|
2021
Q4 | $214K | Buy |
5,530
+10
| +0.2% | +$387 | 0.19% | 50 |
|
|
2021
Q3 | $202K | Buy |
5,520
+5
| +0.1% | +$183 | 0.17% | 48 |
|
|
2021
Q2 | $206K | Buy |
+5,515
| New | +$206K | 0.17% | 49 |
|