TBWA
Three Bridge Wealth Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
246,465
+53,998
| +28% | +$2.2M | 2.64% | 12 |
|
|
2025
Q1 | $7.29M | Buy |
192,467
+1,093
| +0.6% | +$41.4K | 2.54% | 13 |
|
|
2024
Q4 | $7.96M | Sell |
191,374
-3,068
| -2% | -$128K | 2.79% | 9 |
|
|
2024
Q3 | $8.08M | Sell |
194,442
-2,643
| -1% | -$110K | 2.98% | 9 |
|
|
2024
Q2 | $7.52M | Buy |
197,085
+383
| +0.2% | +$14.6K | 2.98% | 7 |
|
|
2024
Q1 | $7.73M | Sell |
196,702
-2,183
| -1% | -$85.7K | 3.04% | 6 |
|
|
2023
Q4 | $7.46M | Sell |
198,885
-4,233
| -2% | -$159K | 2.58% | 7 |
|
|
2023
Q3 | $6.7M | Buy |
203,118
+162,965
| +406% | +$5.38M | 2.78% | 7 |
|
|
2023
Q2 | $6.9M | Buy |
40,153
+2,522
| +7% | +$433K | 2.92% | 8 |
|
|
2023
Q1 | $6.19M | Buy |
37,631
+2,358
| +7% | +$388K | 2.87% | 9 |
|
|
2022
Q4 | $5.59M | Buy |
35,273
+5,030
| +17% | +$797K | 3% | 9 |
|
|
2022
Q3 | $4.41M | Sell |
30,243
-322
| -1% | -$46.9K | 2.24% | 9 |
|
|
2022
Q2 | $4.69M | Sell |
30,565
-6,285
| -17% | -$964K | 2.3% | 9 |
|
|
2022
Q1 | $6.73M | Buy |
+36,850
| New | +$6.73M | 1.88% | 8 |
|