Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.5K | Hold |
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|
2025
Q2 | $15K | Hold |
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|
2025
Q1 | $15.1K | Hold |
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|
2024
Q4 | $15.4K | Hold |
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|
2024
Q3 | $16.6K | Hold |
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|
2024
Q2 | $15.6K | Hold |
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|
2024
Q1 | $16.2K | Hold |
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|
2023
Q4 | $15.5K | Hold |
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|
2023
Q3 | $14.9K | Hold |
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|
2023
Q2 | $15.2K | Hold |
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|
2023
Q1 | $15.4K | Hold |
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|
2022
Q4 | $15.3K | Sell |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $31K | Sell |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $126K | Hold |
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|
2020
Q3 | $123K | Sell |
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|
2020
Q2 | $132K | Buy |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $5K | Sell |
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|
2017
Q3 | $6K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $478K | Buy |
|