Tradition Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $548K | Buy |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $512K | Sell |
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|
2024
Q1 | $550K | Sell |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $919K | Sell |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | $975K | Sell |
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|
2021
Q1 | $937K | Sell |
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|
2020
Q4 | $843K | Buy |
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