Valeo Financial Advisors’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
Q3 | $329K | Buy |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $292K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $82K | Buy |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $93K | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $124K | Buy |
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|
2019
Q1 | $54K | Sell |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $77K | Sell |
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|
2018
Q2 | $108K | Buy |
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|
2018
Q1 | $41K | Buy |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Buy |
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