Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,006
| Closed | -$43.7K | – | 1879 |
|
|
2024
Q4 | $43.7K | Hold |
3,006
| – | – | ﹤0.01% | 1188 |
|
|
2024
Q3 | $47.1K | Buy |
3,006
+2,265
| +306% | +$35.5K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $10.9K | Sell |
741
-15,930
| -96% | -$235K | ﹤0.01% | 1491 |
|
|
2024
Q1 | $254K | Buy |
16,671
+15,930
| +2,150% | +$243K | 0.01% | 636 |
|
|
2023
Q4 | $10.8K | Hold |
741
| – | – | ﹤0.01% | 982 |
|
|
2023
Q3 | $10.4K | Buy |
+741
| New | +$10.4K | ﹤0.01% | 1035 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 406 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 380 |
|