Bison Wealth’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $320K | Hold |
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|
2023
Q4 | $306K | Hold |
|
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|
2023
Q3 | $295K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $292K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $440K | Sell |
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|
2021
Q3 | $464K | Hold |
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|
2021
Q2 | $473K | Sell |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $306K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $329K | Hold |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $318K | Hold |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $312K | Sell |
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|
2017
Q4 | $364K | Hold |
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|
2017
Q3 | $366K | Hold |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $299K | Hold |
|
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|
2016
Q4 | $287K | Hold |
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|
2016
Q3 | $305K | Sell |
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|
2016
Q2 | $307K | Sell |
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|
2016
Q1 | $451K | Buy |
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|
2015
Q4 | $452K | Buy |
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|
2015
Q3 | $438K | Sell |
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|
2015
Q2 | $436K | Buy |
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|
2015
Q1 | $446K | Buy |
|