Valeo Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $253K | Sell |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $591K | Buy |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $127K | Sell |
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|
2018
Q3 | $140K | Sell |
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|
2018
Q2 | $171K | Buy |
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|
2018
Q1 | $139K | Buy |
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|
2017
Q4 | $86K | Hold |
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|
2017
Q3 | $81K | Buy |
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