WR Wealth Planners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.2K | Sell |
700
-640
| -48% | -$25.8K | 0.01% | 406 |
|
|
2024
Q3 | $54.4K | Hold |
1,340
| – | – | 0.02% | 333 |
|
|
2024
Q2 | $50.9K | Hold |
1,340
| – | – | 0.02% | 331 |
|
|
2024
Q1 | $51.6K | Buy |
+1,340
| New | +$51.6K | 0.02% | 328 |
|
|
2023
Q4 | – | Sell |
-1,385
| Closed | -$44.1K | – | 677 |
|
|
2023
Q3 | $44.1K | Hold |
1,385
| – | – | 0.02% | 334 |
|
|
2023
Q2 | $45.3K | Hold |
1,385
| – | – | 0.02% | 329 |
|
|
2023
Q1 | $43.4K | Buy |
+1,385
| New | +$43.4K | 0.02% | 336 |
|