Wealthspire Advisors (New York)’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 | $3.87M | Sell |
95,248
-2,290
| -2% | -$93.1K | 0.02% | 183 |
|
|
2025
Q1 | $3.69M | Sell |
97,538
-863
| -0.9% | -$32.7K | 0.02% | 185 |
|
|
2024
Q4 | $4.09M | Buy |
98,401
+5,273
| +6% | +$219K | 0.04% | 159 |
|
|
2024
Q3 | $3.87M | Buy |
93,128
+83,652
| +883% | +$3.48M | 0.04% | 163 |
|
|
2024
Q2 | $361K | Buy |
9,476
+4,182
| +79% | +$160K | ﹤0.01% | 497 |
|
|
2024
Q1 | $208K | Sell |
5,294
-1,376
| -21% | -$54K | ﹤0.01% | 594 |
|
|
2023
Q4 | $250K | Buy |
+6,670
| New | +$250K | ﹤0.01% | 566 |
|