Whitener Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,330
| Closed | -$59K | – | 349 |
|
|
2019
Q3 | $59K | Hold |
2,330
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $59K | Hold |
2,330
| – | – | 0.03% | 209 |
|
|
2019
Q1 | $59K | Hold |
2,330
| – | – | 0.04% | 201 |
|
|
2018
Q4 | $52K | Hold |
2,330
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $66K | Buy |
+2,330
| New | +$66K | 0.04% | 174 |
|
|
2018
Q2 | – | Sell |
-2,245
| Closed | -$57K | – | 321 |
|
|
2018
Q1 | $57K | Buy |
+2,245
| New | +$57K | 0.04% | 183 |
|