Affinity Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,388
| Closed | -$422K | – | 89 |
|
|
2019
Q4 | $422K | Hold |
22,388
| – | – | 0.16% | 64 |
|
|
2019
Q3 | $420K | Hold |
22,388
| – | – | 0.17% | 62 |
|
|
2019
Q2 | $412K | Sell |
22,388
-589
| -3% | -$10.8K | 0.16% | 67 |
|
|
2019
Q1 | $420K | Hold |
22,977
| – | – | 0.17% | 67 |
|
|
2018
Q4 | $399K | Buy |
+22,977
| New | +$399K | 0.24% | 64 |
|