WFA
West Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Hold |
36,980
| – | – | 0.27% | 32 |
|
|
2025
Q1 | $1.49M | Hold |
36,980
| – | – | 0.28% | 31 |
|
|
2024
Q4 | $1.49M | Hold |
36,980
| – | – | 0.29% | 31 |
|
|
2024
Q3 | $1.5M | Sell |
36,980
-4,960
| -12% | -$202K | 0.29% | 32 |
|
|
2024
Q2 | $1.59M | Hold |
41,940
| – | – | 0.33% | 31 |
|
|
2024
Q1 | $1.61M | Sell |
41,940
-2,659
| -6% | -$102K | 0.35% | 29 |
|
|
2023
Q4 | $1.57M | Sell |
44,599
-461
| -1% | -$16.2K | 0.36% | 29 |
|
|
2023
Q3 | $1.43M | Buy |
45,060
+35,851
| +389% | +$1.14M | 0.36% | 26 |
|
|
2023
Q2 | $1.51M | Sell |
9,209
-150
| -2% | -$24.5K | 0.37% | 26 |
|
|
2023
Q1 | $1.47M | Sell |
9,359
-2,429
| -21% | -$381K | 0.38% | 26 |
|
|
2022
Q4 | $1.83M | Hold |
11,788
| – | – | 0.51% | 21 |
|
|
2022
Q3 | $1.64M | Sell |
11,788
-30
| -0.3% | -$4.16K | 0.49% | 22 |
|
|
2022
Q2 | $1.75M | Sell |
11,818
-215
| -2% | -$31.9K | 0.51% | 20 |
|
|
2022
Q1 | $2.06M | Sell |
12,033
-541
| -4% | -$92.4K | 0.54% | 19 |
|
|
2021
Q4 | $2.16M | Hold |
12,574
| – | – | 0.58% | 17 |
|
|
2021
Q3 | $1.99M | Sell |
12,574
-480
| -4% | -$76K | 0.58% | 17 |
|
|
2021
Q2 | $2.09M | Sell |
13,054
-424
| -3% | -$68K | 0.64% | 17 |
|
|
2021
Q1 | $2.04M | Hold |
13,478
| – | – | 0.69% | 16 |
|
|
2020
Q4 | $1.8M | Buy |
+13,478
| New | +$1.8M | 0.64% | 17 |
|