WWA
WCG 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 | $10.4M | Buy |
254,551
+94,200
| +59% | +$3.83M | 0.67% | 42 |
|
|
2025
Q1 | $6.07M | Sell |
160,351
-27,594
| -15% | -$1.04M | 0.46% | 71 |
|
|
2024
Q4 | $7.82M | Sell |
187,945
-2,152
| -1% | -$89.5K | 0.52% | 61 |
|
|
2024
Q3 | $7.9M | Sell |
190,097
-10,993
| -5% | -$457K | 0.53% | 55 |
|
|
2024
Q2 | $7.67M | Buy |
+201,090
| New | +$7.67M | 0.57% | 54 |
|