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