Wealth Enhancement Advisory Services’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 | $19.8M | Sell |
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|
2025
Q1 | $19.9M | Sell |
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|
2024
Q4 | $22.3M | Sell |
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|
2024
Q3 | $53.1M | Buy |
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|
2024
Q2 | $46M | Buy |
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|
2024
Q1 | $46M | Buy |
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|
2023
Q4 | $39.5M | Buy |
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|
2023
Q3 | $32.9M | Buy |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $6.5M | Buy |
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|
2022
Q1 | $7.61M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $3.24M | Buy |
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|
2021
Q2 | $824K | Buy |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $738K | Sell |
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|
2020
Q3 | $653K | Buy |
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $563K | Sell |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $1.97M | Sell |
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|
2019
Q2 | $2.12M | Sell |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $6.41M | Sell |
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|
2018
Q3 | $7.18M | Sell |
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|
2018
Q2 | $8.45M | Sell |
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|
2018
Q1 | $7.72M | Buy |
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|
2017
Q4 | $7.91M | Buy |
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|
2017
Q3 | $7.4M | Buy |
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|
2017
Q2 | $6.79M | Sell |
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|
2017
Q1 | $6.74M | Buy |
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|
2016
Q4 | $6.65M | Sell |
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|
2016
Q3 | $6.19M | Buy |
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|
2016
Q2 | $5.55M | Sell |
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|
2016
Q1 | $5.44M | Buy |
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|
2015
Q4 | $5.2M | Buy |
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|
2015
Q3 | $5.03M | Sell |
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|
2015
Q2 | $5.95M | Buy |
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|
2015
Q1 | $5.81M | Sell |
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|
2014
Q4 | $6M | Buy |
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