SWC
Spectrum Wealth Counsel’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
Q1 | $2.03M | Sell |
50,311
-7,649
| -13% | -$309K | 0.24% | 64 |
|
2024
Q4 | $2.34M | Sell |
57,960
-1,490
| -3% | -$60.1K | 0.27% | 65 |
|
2024
Q3 | $2.42M | Sell |
59,450
-2,925
| -5% | -$119K | 0.29% | 66 |
|
2024
Q2 | $2.37M | Hold |
62,375
| – | – | 0.3% | 59 |
|
2024
Q1 | $2.4M | Hold |
62,375
| – | – | 0.29% | 69 |
|
2023
Q4 | $2.2M | Buy |
+62,375
| New | +$2.2M | 0.3% | 68 |
|