SWA
SOA Wealth Advisors’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 | $320K | Buy |
7,571
+31
| +0.4% | +$1.31K | 0.06% | 156 |
|
|
2025
Q1 | $305K | Buy |
7,540
+35
| +0.5% | +$1.41K | 0.06% | 150 |
|
|
2024
Q4 | $303K | Buy |
7,505
+37
| +0.5% | +$1.49K | 0.06% | 149 |
|
|
2024
Q3 | $303K | Buy |
7,468
+34
| +0.5% | +$1.38K | 0.06% | 146 |
|
|
2024
Q2 | $282K | Buy |
7,434
+34
| +0.5% | +$1.29K | 0.06% | 144 |
|
|
2024
Q1 | $285K | Buy |
7,400
+31
| +0.4% | +$1.19K | 0.06% | 148 |
|
|
2023
Q4 | $259K | Buy |
7,369
+38
| +0.5% | +$1.34K | 0.06% | 149 |
|
|
2023
Q3 | $233K | Buy |
7,331
+5,872
| +402% | +$187K | 0.06% | 149 |
|
|
2023
Q2 | $239K | Buy |
1,459
+6
| +0.4% | +$982 | 0.06% | 147 |
|
|
2023
Q1 | $228K | Buy |
1,453
+3
| +0.2% | +$470 | 0.06% | 142 |
|
|
2022
Q4 | $225K | Buy |
1,450
+8
| +0.6% | +$1.24K | 0.06% | 141 |
|
|
2022
Q3 | $200K | Buy |
1,442
+15
| +1% | +$2.08K | 0.06% | 144 |
|
|
2022
Q2 | $211K | Buy |
1,427
+150
| +12% | +$22.2K | 0.06% | 137 |
|
|
2022
Q1 | $218K | Buy |
+1,277
| New | +$218K | 0.05% | 151 |
|