Ancora Advisors’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 | $282K | Buy |
20,000
+10,000
| +100% | +$141K | 0.01% | 647 |
|
2025
Q1 | $143K | Hold |
10,000
| – | – | ﹤0.01% | 779 |
|
2024
Q4 | $146K | Sell |
10,000
-150
| -1% | -$2.18K | ﹤0.01% | 772 |
|
2024
Q3 | $159K | Hold |
10,150
| – | – | ﹤0.01% | 726 |
|
2024
Q2 | $150K | Buy |
10,150
+10,000
| +6,667% | +$147K | ﹤0.01% | 712 |
|
2024
Q1 | $2.29K | Hold |
150
| – | – | ﹤0.01% | 1493 |
|
2023
Q4 | $2.19K | Hold |
150
| – | – | ﹤0.01% | 1430 |
|
2023
Q3 | $2.11K | Hold |
150
| – | – | ﹤0.01% | 1445 |
|
2023
Q2 | $2.15K | Hold |
150
| – | – | ﹤0.01% | 1441 |
|
2023
Q1 | $2.18K | Hold |
150
| – | – | ﹤0.01% | 1477 |
|
2022
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 1561 |
|
2022
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 1764 |
|
2022
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 1907 |
|
2022
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 2043 |
|
2021
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 2120 |
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1976 |
|
2021
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1753 |
|
2021
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1571 |
|
2020
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 1324 |
|
2020
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1259 |
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 1213 |
|
2020
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 1280 |
|
2019
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1277 |
|
2018
Q4 | – | Sell |
-1,150
| Closed | -$21K | – | 1036 |
|
2018
Q3 | $21K | Buy |
+1,150
| New | +$21K | ﹤0.01% | 1066 |
|
2017
Q1 | – | Sell |
-1,431
| Closed | -$26K | – | 964 |
|
2016
Q4 | $26K | Buy |
+1,431
| New | +$26K | ﹤0.01% | 892 |
|