Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
7,159
-659
| -8% | -$26.8K | 0.01% | 657 |
|
|
2025
Q1 | $296K | Sell |
7,818
-826
| -10% | -$31.3K | 0.01% | 718 |
|
|
2024
Q4 | $360K | Buy |
8,644
+403
| +5% | +$16.8K | 0.01% | 658 |
|
|
2024
Q3 | $342K | Sell |
8,241
-611
| -7% | -$25.4K | 0.01% | 611 |
|
|
2024
Q2 | $338K | Buy |
8,852
+20
| +0.2% | +$763 | 0.01% | 579 |
|
|
2024
Q1 | $347K | Buy |
8,832
+10
| +0.1% | +$393 | 0.01% | 623 |
|
|
2023
Q4 | $318K | Sell |
8,822
-1,256
| -12% | -$45.3K | 0.01% | 636 |
|
|
2023
Q3 | $332K | Sell |
10,078
-387
| -4% | -$12.8K | 0.01% | 573 |
|
|
2023
Q2 | $360K | Sell |
10,465
-10
| -0.1% | -$344 | 0.01% | 571 |
|
|
2023
Q1 | $345K | Buy |
10,475
+5,705
| +120% | +$188K | 0.01% | 584 |
|
|
2022
Q4 | $151K | Buy |
4,770
+15
| +0.3% | +$475 | 0.01% | 618 |
|
|
2022
Q3 | $139K | Sell |
4,755
-5,790
| -55% | -$169K | 0.01% | 614 |
|
|
2022
Q2 | $323K | Sell |
10,545
-2,590
| -20% | -$79.3K | 0.01% | 609 |
|
|
2022
Q1 | $480K | Buy |
13,135
+15
| +0.1% | +$548 | 0.01% | 588 |
|
|
2021
Q4 | $503K | Sell |
13,120
-355
| -3% | -$13.6K | 0.01% | 702 |
|
|
2021
Q3 | $492K | Buy |
13,475
+10
| +0.1% | +$365 | 0.01% | 591 |
|
|
2021
Q2 | $503K | Sell |
13,465
-120
| -0.9% | -$4.48K | 0.01% | 605 |
|
|
2021
Q1 | $479K | Buy |
+13,585
| New | +$479K | 0.01% | 685 |
|