Winslow Evans & Crocker’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,500
| Closed | -$47K | – | 1386 |
|
|
2014
Q3 | $47K | Sell |
2,500
-2,300
| -48% | -$43.3K | 0.01% | 568 |
|
|
2014
Q2 | $96.8K | Hold |
4,800
| – | – | 0.03% | 368 |
|
|
2014
Q1 | $95.3K | Hold |
4,800
| – | – | 0.03% | 357 |
|
|
2013
Q4 | $94K | Buy |
+4,800
| New | +$94K | 0.03% | 383 |
|