Sigma Planning Corp’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 | $366K | Sell |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | $215K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $274K | Sell |
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|
2017
Q1 | $278K | Sell |
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|
2016
Q4 | $289K | Sell |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | $251K | Sell |
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|
2016
Q1 | $256K | Buy |
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|
2015
Q4 | $255K | Sell |
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|
2015
Q3 | $302K | Sell |
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|
2015
Q2 | $534K | Sell |
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|
2015
Q1 | $603K | Sell |
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|
2014
Q4 | $608K | Buy |
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