TBWA
Three Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
120,917
+55,226
| +84% | +$2.33M | 1.35% | 20 |
|
|
2025
Q1 | $2.65M | Buy |
65,691
+51
| +0.1% | +$2.06K | 0.92% | 20 |
|
|
2024
Q4 | $2.65M | Buy |
65,640
+1,902
| +3% | +$76.7K | 0.93% | 23 |
|
|
2024
Q3 | $2.59M | Buy |
63,738
+5,573
| +10% | +$226K | 0.96% | 22 |
|
|
2024
Q2 | $2.21M | Sell |
58,165
-509
| -0.9% | -$19.3K | 0.87% | 23 |
|
|
2024
Q1 | $2.26M | Sell |
58,674
-3,504
| -6% | -$135K | 0.89% | 23 |
|
|
2023
Q4 | $2.19M | Buy |
62,178
+1,554
| +3% | +$54.7K | 0.76% | 23 |
|
|
2023
Q3 | $1.93M | Buy |
60,624
+48,758
| +411% | +$1.55M | 0.8% | 24 |
|
|
2023
Q2 | $1.94M | Buy |
11,866
+943
| +9% | +$154K | 0.82% | 22 |
|
|
2023
Q1 | $1.71M | Buy |
10,923
+223
| +2% | +$35K | 0.79% | 27 |
|
|
2022
Q4 | $1.66M | Buy |
10,700
+64
| +0.6% | +$9.93K | 0.89% | 24 |
|
|
2022
Q3 | $1.48M | Buy |
10,636
+275
| +3% | +$38.2K | 0.75% | 25 |
|
|
2022
Q2 | $1.54M | Buy |
10,361
+141
| +1% | +$20.9K | 0.75% | 27 |
|
|
2022
Q1 | $1.75M | Buy |
+10,220
| New | +$1.75M | 0.49% | 24 |
|