Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,684
| Closed | -$153K | – | 1937 |
|
|
2023
Q2 | $153K | Buy |
+10,684
| New | +$153K | ﹤0.01% | 1740 |
|
|
2023
Q1 | – | Sell |
-12,293
| Closed | -$177K | – | 1924 |
|
|
2022
Q4 | $177K | Sell |
12,293
-11,177
| -48% | -$161K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $353K | Sell |
23,470
-1,146
| -5% | -$17.2K | 0.01% | 1196 |
|
|
2022
Q2 | $382K | Sell |
24,616
-4,905
| -17% | -$76.1K | 0.01% | 1068 |
|
|
2022
Q1 | $499K | Buy |
+29,521
| New | +$499K | 0.01% | 1071 |
|