Ten Capital 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
Q1 | – | Sell |
-690
| Closed | -$21.9K | – | 650 |
|
|
2022
Q4 | $21.9K | Hold |
690
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $20K | Hold |
690
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $21K | Hold |
690
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $25K | Hold |
690
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $26K | Sell |
690
-665
| -49% | -$25.1K | 0.01% | 199 |
|
|
2021
Q3 | $49K | Hold |
1,355
| – | – | 0.02% | 133 |
|
|
2021
Q2 | $51K | Buy |
+1,355
| New | +$51K | 0.01% | 183 |
|