Anchor Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.4K | Hold |
4,000
| – | – | 0.01% | 566 |
|
|
2025
Q1 | $57.1K | Hold |
4,000
| – | – | 0.01% | 549 |
|
|
2024
Q4 | $58.2K | Hold |
4,000
| – | – | 0.01% | 546 |
|
|
2024
Q3 | $62.6K | Hold |
4,000
| – | – | 0.01% | 534 |
|
|
2024
Q2 | $58.9K | Hold |
4,000
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $61K | Sell |
4,000
-1,711
| -30% | -$26.1K | 0.01% | 502 |
|
|
2023
Q4 | $83.3K | Hold |
5,711
| – | – | 0.01% | 460 |
|
|
2023
Q3 | $80.3K | Hold |
5,711
| – | – | 0.01% | 447 |
|
|
2023
Q2 | $82K | Sell |
5,711
-2,500
| -30% | -$35.9K | 0.01% | 435 |
|
|
2023
Q1 | $119K | Hold |
8,211
| – | – | 0.02% | 413 |
|
|
2022
Q4 | $118K | Buy |
8,211
+5,711
| +228% | +$82.2K | 0.02% | 410 |
|
|
2022
Q3 | $37.6K | Hold |
2,500
| – | – | 0.01% | 550 |
|
|
2022
Q2 | $38.9K | Hold |
2,500
| – | – | 0.01% | 564 |
|
|
2022
Q1 | $42.3K | Hold |
2,500
| – | – | 0.01% | 573 |
|
|
2021
Q4 | $47.1K | Buy |
+2,500
| New | +$47.1K | 0.01% | 577 |
|