WealthShield Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
11,083
-573
| -5% | -$23.3K | 0.05% | 246 |
|
|
2025
Q1 | $441K | Sell |
11,656
-313
| -3% | -$11.9K | 0.06% | 231 |
|
|
2024
Q4 | $498K | Buy |
11,969
+198
| +2% | +$8.24K | 0.07% | 215 |
|
|
2024
Q3 | $489K | Buy |
11,771
+234
| +2% | +$9.72K | 0.07% | 214 |
|
|
2024
Q2 | $440K | Sell |
11,537
-23
| -0.2% | -$877 | 0.07% | 208 |
|
|
2024
Q1 | $454K | Buy |
11,560
+50
| +0.4% | +$1.96K | 0.07% | 202 |
|
|
2023
Q4 | $432K | Buy |
11,510
+275
| +2% | +$10.3K | 0.07% | 214 |
|
|
2023
Q3 | $371K | Sell |
11,235
-275
| -2% | -$9.07K | 0.06% | 227 |
|
|
2023
Q2 | $396K | Buy |
11,510
+345
| +3% | +$11.9K | 0.06% | 224 |
|
|
2023
Q1 | $367K | Sell |
11,165
-790
| -7% | -$26K | 0.06% | 230 |
|
|
2022
Q4 | $379K | Sell |
11,955
-410
| -3% | -$13K | 0.07% | 222 |
|
|
2022
Q3 | $360K | Sell |
12,365
-815
| -6% | -$23.7K | 0.07% | 230 |
|
|
2022
Q2 | $404K | Sell |
13,180
-500
| -4% | -$15.3K | 0.08% | 221 |
|
|
2022
Q1 | $500K | Buy |
+13,680
| New | +$500K | 0.08% | 232 |
|