WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-385
| Closed | -$12.7K | – | 99 |
|
|
2023
Q3 | $12.7K | Hold |
385
| – | – | ﹤0.01% | 103 |
|
|
2023
Q2 | $13.2K | Hold |
385
| – | – | ﹤0.01% | 98 |
|
|
2023
Q1 | $12.7K | Sell |
385
-140
| -27% | -$4.61K | ﹤0.01% | 99 |
|
|
2022
Q4 | $16.6K | Hold |
525
| – | – | 0.01% | 98 |
|
|
2022
Q3 | $15K | Hold |
525
| – | – | 0.01% | 92 |
|
|
2022
Q2 | $16K | Hold |
525
| – | – | 0.01% | 94 |
|
|
2022
Q1 | $19K | Hold |
525
| – | – | 0.01% | 99 |
|
|
2021
Q4 | $20K | Hold |
525
| – | – | 0.01% | 104 |
|
|
2021
Q3 | $19K | Buy |
+525
| New | +$19K | 0.01% | 90 |
|