TWA
TCI Wealth Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39
| Closed | -$6.12K | – | 1701 |
|
|
2023
Q1 | $6.12K | Sell |
39
-17
| -30% | -$2.67K | ﹤0.01% | 1394 |
|
|
2022
Q4 | $8.69K | Hold |
56
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q3 | $8K | Hold |
56
| – | – | ﹤0.01% | 1176 |
|
|
2022
Q2 | $8K | Buy |
+56
| New | +$8K | ﹤0.01% | 1173 |
|
|
2019
Q3 | – | Sell |
-875
| Closed | -$102K | – | 1597 |
|
|
2019
Q2 | $102K | Sell |
875
-1,662
| -66% | -$194K | 0.05% | 204 |
|
|
2019
Q1 | $288K | Buy |
2,537
+2,491
| +5,415% | +$283K | 0.13% | 114 |
|
|
2018
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 767 |
|