Spire 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 | $323K | Sell |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $360K | Buy |
|
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|
2024
Q3 | $342K | Sell |
|
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $318K | Sell |
|
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $360K | Sell |
|
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|
2023
Q1 | $345K | Buy |
|
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|
2022
Q4 | $151K | Buy |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $480K | Buy |
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|
2021
Q4 | $503K | Sell |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $503K | Sell |
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|
2021
Q1 | $479K | Buy |
|