Summit Financial Strategies’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $287K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $320K | Buy |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $249K | Sell |
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|
2018
Q1 | $581K | Sell |
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|
2017
Q4 | $648K | Buy |
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|
2017
Q3 | $603K | Buy |
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|
2017
Q2 | $572K | Buy |
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|
2017
Q1 | $550K | Buy |
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|
2016
Q4 | $521K | Hold |
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|
2016
Q3 | $490K | Hold |
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|
2016
Q2 | $474K | Hold |
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|
2016
Q1 | $462K | Buy |
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|
2015
Q4 | $410K | Hold |
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|
2015
Q3 | $391K | Buy |
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