TCI Wealth Advisors’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 |
-235
| Closed | -$7.73K | – | 1702 |
|
|
2023
Q1 | $7.73K | Hold |
235
| – | – | ﹤0.01% | 1239 |
|
|
2022
Q4 | $7.45K | Hold |
235
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q3 | $7K | Hold |
235
| – | – | ﹤0.01% | 1280 |
|
|
2022
Q2 | $7K | Buy |
+235
| New | +$7K | ﹤0.01% | 1271 |
|
|
2019
Q1 | – | Sell |
-165
| Closed | -$4K | – | 1499 |
|
|
2018
Q4 | $4K | Buy |
+165
| New | +$4K | ﹤0.01% | 831 |
|
|
2018
Q1 | – | Sell |
-120
| Closed | -$3K | – | 1420 |
|
|
2017
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 928 |
|