SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $394K | Hold |
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|
2019
Q2 | $396K | Sell |
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|
2019
Q1 | $422K | Sell |
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|
2018
Q4 | $406K | Hold |
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|
2018
Q3 | $509K | Sell |
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|
2018
Q2 | $526K | Sell |
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|
2018
Q1 | $550K | Buy |
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|
2017
Q4 | $550K | Sell |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $479K | Sell |
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|
2017
Q1 | $524K | Sell |
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|
2016
Q4 | $737K | Hold |
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|
2016
Q3 | $673K | Buy |
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|
2016
Q2 | $618K | Buy |
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|
2016
Q1 | $587K | Buy |
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|
2015
Q4 | $261K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $341K | Buy |
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