Steward Partners Investment Advisory’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 | $5.54M | Sell |
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|
2025
Q2 | $5.1M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $3.52M | Buy |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $1.57M | Buy |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $833K | Hold |
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|
2023
Q1 | $797K | Sell |
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|
2022
Q4 | $812K | Hold |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $786K | Sell |
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|
2022
Q1 | $948K | Sell |
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|
2021
Q4 | $997K | Buy |
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|
2021
Q3 | $917K | Buy |
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|
2021
Q2 | $923K | Sell |
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|
2021
Q1 | $905K | Buy |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q3 | $555K | Sell |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $747K | Sell |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.31M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $784K | Buy |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q3 | $108K | Buy |
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