Sterling Financial Planning’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 | $605K | Sell |
|
|||||
|
2025
Q2 | $566K | Sell |
|
|||||
|
2025
Q1 | $534K | Sell |
|
|||||
|
2024
Q4 | $592K | Sell |
|
|||||
|
2024
Q3 | $597K | Sell |
|
|||||
|
2024
Q2 | $559K | Sell |
|
|||||
|
2024
Q1 | $644K | Sell |
|
|||||
|
2023
Q4 | $747K | Sell |
|
|||||
|
2023
Q3 | $662K | Sell |
|
|||||
|
2023
Q2 | $733K | Sell |
|
|||||
|
2023
Q1 | $767K | Sell |
|
|||||
|
2022
Q4 | $841K | Sell |
|
|||||
|
2022
Q3 | $792K | Sell |
|
|||||
|
2022
Q2 | $854K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Sell |
|
|||||
|
2021
Q4 | $1.17M | Sell |
|
|||||
|
2021
Q3 | $1.14M | Sell |
|
|||||
|
2021
Q2 | $1.19M | Sell |
|
|||||
|
2021
Q1 | $1.27M | Sell |
|
|||||
|
2020
Q4 | $1.22M | Buy |
|