Atticus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$61 | – | 556 |
|
|
2024
Q1 | $61 | Hold |
4
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $59 | Sell |
4
-14
| -78% | -$207 | ﹤0.01% | 552 |
|
|
2023
Q3 | $254 | Hold |
18
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $259 | Hold |
18
| – | – | ﹤0.01% | 560 |
|
|
2023
Q1 | $262 | Sell |
18
-115
| -86% | -$1.67K | ﹤0.01% | 523 |
|
|
2022
Q4 | $1.92K | Hold |
133
| – | – | ﹤0.01% | 467 |
|
|
2022
Q3 | $2K | Hold |
133
| – | – | ﹤0.01% | 506 |
|
|
2022
Q2 | $2K | Hold |
133
| – | – | ﹤0.01% | 539 |
|
|
2022
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 531 |
|
|
2021
Q4 | $3K | Sell |
133
-45
| -25% | -$1.02K | ﹤0.01% | 405 |
|
|
2021
Q3 | $3K | Sell |
178
-2,148
| -92% | -$36.2K | ﹤0.01% | 376 |
|
|
2021
Q2 | $45K | Buy |
2,326
+18
| +0.8% | +$348 | 0.02% | 238 |
|
|
2021
Q1 | $44K | Sell |
2,308
-3,716
| -62% | -$70.8K | 0.02% | 223 |
|
|
2020
Q4 | $116K | Buy |
6,024
+1,044
| +21% | +$20.1K | 0.06% | 145 |
|
|
2020
Q3 | $93K | Buy |
4,980
+672
| +16% | +$12.5K | 0.06% | 142 |
|
|
2020
Q2 | $77K | Buy |
4,308
+60
| +1% | +$1.07K | 0.05% | 146 |
|
|
2020
Q1 | $72K | Buy |
4,248
+445
| +12% | +$7.54K | 0.06% | 145 |
|
|
2019
Q4 | $72K | Buy |
+3,803
| New | +$72K | 0.05% | 155 |
|