Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-605
| Closed | -$22K | – | 2144 |
|
|
2021
Q1 | $22K | Hold |
605
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q4 | $18K | Hold |
605
| – | – | ﹤0.01% | 1782 |
|
|
2020
Q3 | $14K | Hold |
605
| – | – | ﹤0.01% | 1702 |
|
|
2020
Q2 | $14K | Hold |
605
| – | – | ﹤0.01% | 1579 |
|
|
2020
Q1 | $11K | Hold |
605
| – | – | ﹤0.01% | 1583 |
|
|
2019
Q4 | $17K | Hold |
605
| – | – | ﹤0.01% | 1493 |
|
|
2019
Q3 | $15K | Buy |
+605
| New | +$15K | ﹤0.01% | 1394 |
|