Smith Salley 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 | $912K | Hold |
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|
2025
Q2 | $816K | Hold |
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|
2025
Q1 | $760K | Hold |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $923K | Buy |
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|
2024
Q2 | $722K | Hold |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $709K | Buy |
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|
2023
Q3 | $616K | Hold |
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|
2023
Q2 | $642K | Sell |
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|
2023
Q1 | $631K | Buy |
|