West Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.56M | Hold |
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|
2025
Q1 | $1.49M | Hold |
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|
2024
Q4 | $1.49M | Hold |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.59M | Hold |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.83M | Hold |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.75M | Sell |
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|
2022
Q1 | $2.06M | Sell |
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|
2021
Q4 | $2.16M | Hold |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $2.04M | Hold |
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|
2020
Q4 | $1.79M | Buy |
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