BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-525
| Closed | -$8K | – | 1038 |
|
|
2022
Q2 | $8K | Hold |
525
| – | – | ﹤0.01% | 630 |
|
|
2022
Q1 | $9K | Hold |
525
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $10K | Hold |
525
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $10K | Hold |
525
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $10K | Hold |
525
| – | – | ﹤0.01% | 611 |
|
|
2021
Q1 | $10K | Hold |
525
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $10K | Hold |
525
| – | – | ﹤0.01% | 575 |
|
|
2020
Q3 | $10K | Hold |
525
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $9K | Hold |
525
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $9K | Hold |
525
| – | – | ﹤0.01% | 506 |
|
|
2019
Q4 | $10K | Hold |
525
| – | – | ﹤0.01% | 530 |
|
|
2019
Q3 | $10K | Hold |
525
| – | – | ﹤0.01% | 503 |
|
|
2019
Q2 | $10K | Hold |
525
| – | – | ﹤0.01% | 519 |
|
|
2019
Q1 | $10K | Hold |
525
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $9K | Hold |
525
| – | – | ﹤0.01% | 498 |
|
|
2018
Q3 | $10K | Hold |
525
| – | – | ﹤0.01% | 492 |
|
|
2018
Q2 | $10K | Buy |
+525
| New | +$10K | ﹤0.01% | 506 |
|