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

WMS Partners’s Portfolio PRFZ Stock Details PRFZ Fund Activity

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