Bartlett & Co 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
Q2 | $13.4K | Hold |
950
| – | – | ﹤0.01% | 878 |
|
|
2025
Q1 | $13.6K | Hold |
950
| – | – | ﹤0.01% | 879 |
|
|
2024
Q4 | $13.8K | Hold |
950
| – | – | ﹤0.01% | 867 |
|
|
2024
Q3 | $14.9K | Hold |
950
| – | – | ﹤0.01% | 862 |
|
|
2024
Q2 | $14K | Sell |
950
-8,000
| -89% | -$118K | ﹤0.01% | 871 |
|
|
2024
Q1 | $136K | Sell |
8,950
-3,000
| -25% | -$45.7K | ﹤0.01% | 511 |
|
|
2023
Q4 | $175K | Hold |
11,950
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $168K | Hold |
11,950
| – | – | ﹤0.01% | 469 |
|
|
2023
Q2 | $171K | Buy |
+11,950
| New | +$171K | ﹤0.01% | 474 |
|