West Coast Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $261K | Sell |
|
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $317K | Hold |
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|
2021
Q1 | $299K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $550K | Sell |
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|
2019
Q3 | $549K | Sell |
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|
2019
Q2 | $562K | Sell |
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|
2019
Q1 | $634K | Sell |
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|
2018
Q4 | $584K | Sell |
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|
2018
Q3 | $774K | Sell |
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|
2018
Q2 | $761K | Sell |
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|
2018
Q1 | $722K | Sell |
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|
2017
Q4 | $746K | Sell |
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|
2017
Q3 | $745K | Buy |
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|
2017
Q2 | $666K | Hold |
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|
2017
Q1 | $655K | Buy |
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|
2016
Q4 | $637K | Sell |
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|
2016
Q3 | $785K | Sell |
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|
2016
Q2 | $1.08M | Buy |
|