Waddell & Associates’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 | $762K | Buy |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $508K | Buy |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $22.9M | Buy |
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|
2021
Q4 | $23.8M | Buy |
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|
2021
Q3 | $22.2M | Sell |
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|
2021
Q2 | $23.3K | Sell |
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|
2021
Q1 | $22.1M | Buy |
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|
2020
Q4 | $18.8M | Buy |
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|
2020
Q3 | $14.2M | Sell |
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|
2020
Q2 | $13.6M | Buy |
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|
2020
Q1 | $10.4M | Sell |
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|
2019
Q4 | $37.7M | Sell |
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|
2019
Q3 | $35.9M | Sell |
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|
2019
Q2 | $36.1M | Buy |
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|
2019
Q1 | $35M | Buy |
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|
2018
Q4 | $26.4M | Buy |
|