Strategic Wealth Partners’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 | $13K | Buy |
+320
| New | +$13K | ﹤0.01% | 741 |
|
|
2019
Q4 | – | Sell |
-33,755
| Closed | -$841 | – | 404 |
|
|
2019
Q3 | $841 | Sell |
33,755
-4,935
| -13% | -$123 | ﹤0.01% | 211 |
|
|
2019
Q2 | $988K | Sell |
38,690
-15,685
| -29% | -$401K | 0.48% | 61 |
|
|
2019
Q1 | $1.41M | Sell |
54,375
-9,880
| -15% | -$256K | 0.65% | 43 |
|
|
2018
Q4 | $1.62M | Sell |
64,255
-1,755
| -3% | -$44.2K | 0.82% | 26 |
|
|
2018
Q3 | $1.88M | Sell |
66,010
-620
| -0.9% | -$17.6K | 1% | 22 |
|
|
2018
Q2 | $1.85M | Sell |
66,630
-32,105
| -33% | -$893K | 1.07% | 17 |
|
|
2018
Q1 | $2.55M | Buy |
+98,735
| New | +$2.55M | 1.31% | 13 |
|