WMS Partners’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.34M Hold
2023
Q4
$1.28M Sell
2023
Q3
$1.15M Buy
2023
Q2
$1.17M Hold
2023
Q1
$1.12M Hold
2022
Q4
$1.08M Hold
2022
Q3
$992K Buy