WealthPlan Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983K | Buy |
23,256
+326
| +1% | +$13.8K | 0.07% | 180 |
|
|
2025
Q1 | $927K | Buy |
22,930
+4,665
| +26% | +$189K | 0.09% | 135 |
|
|
2024
Q4 | $737K | Sell |
18,265
-550
| -3% | -$22.2K | 0.07% | 143 |
|
|
2024
Q3 | $764K | Buy |
+18,815
| New | +$764K | 0.08% | 136 |
|
|
2023
Q1 | – | Sell |
-20,240
| Closed | -$666K | – | 534 |
|
|
2022
Q4 | $666K | Buy |
20,240
+45
| +0.2% | +$1.48K | 0.05% | 217 |
|
|
2022
Q3 | $638K | Buy |
+20,195
| New | +$638K | 0.05% | 210 |
|
|
2022
Q1 | $662K | Buy |
+20,650
| New | +$662K | 0.05% | 217 |
|