WealthShield Partners’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
Q3 | $476K | Sell |
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|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $432K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $367K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $500K | Buy |
|