WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.03M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.73M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.65M | Buy |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $245K | Buy |
|