Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,580
| Closed | -$52K | – | 473 |
|
|
2023
Q1 | $52K | Hold |
1,580
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $50.1K | Hold |
1,580
| – | – | 0.02% | 125 |
|
|
2022
Q3 | $46K | Buy |
1,580
+5
| +0.3% | +$146 | 0.02% | 121 |
|
|
2022
Q2 | $48K | Sell |
1,575
-270
| -15% | -$8.23K | 0.02% | 128 |
|
|
2022
Q1 | $67K | Hold |
1,845
| – | – | 0.07% | 106 |
|
|
2021
Q4 | $71K | Sell |
1,845
-315
| -15% | -$12.1K | 0.05% | 110 |
|
|
2021
Q3 | $79K | Sell |
2,160
-560
| -21% | -$20.5K | 0.06% | 106 |
|
|
2021
Q2 | $102K | Sell |
2,720
-31,965
| -92% | -$1.2M | 0.09% | 92 |
|
|
2021
Q1 | $1.22M | Sell |
34,685
-2,490
| -7% | -$87.8K | 1.27% | 13 |
|
|
2020
Q4 | $1.12M | Buy |
+37,175
| New | +$1.12M | 1.07% | 16 |
|