Baron Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,307
| Closed | -$35.9K | – | 155 |
|
2022
Q2 | $35.9K | Buy |
2,307
+30
| +1% | +$466 | 0.02% | 96 |
|
2022
Q1 | $38.5K | Buy |
2,277
+27
| +1% | +$457 | 0.02% | 104 |
|
2021
Q4 | $42.3K | Buy |
2,250
+26
| +1% | +$489 | 0.02% | 101 |
|
2021
Q3 | $42.2K | Buy |
2,224
+25
| +1% | +$474 | 0.03% | 101 |
|
2021
Q2 | $42.4K | Buy |
2,199
+26
| +1% | +$502 | 0.03% | 101 |
|
2021
Q1 | $41K | Buy |
2,173
+26
| +1% | +$491 | 0.03% | 101 |
|
2020
Q4 | $41.2K | Buy |
2,147
+26
| +1% | +$499 | 0.03% | 94 |
|
2020
Q3 | $39.7K | Buy |
+2,121
| New | +$39.7K | 0.04% | 96 |
|