BAM
Bruderman Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-940
| Closed | -$17K | – | 382 |
|
|
2018
Q1 | $17K | Buy |
+940
| New | +$17K | ﹤0.01% | 277 |
|
|
2017
Q3 | – | Sell |
-1,075
| Closed | -$21K | – | 267 |
|
|
2017
Q2 | $21K | Buy |
+1,075
| New | +$21K | 0.01% | 269 |
|
|
2017
Q1 | – | Sell |
-1,075
| Closed | -$19K | – | 263 |
|
|
2016
Q4 | $19K | Hold |
1,075
| – | – | 0.01% | 276 |
|
|
2016
Q3 | $20K | Hold |
1,075
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $21K | Hold |
1,075
| – | – | 0.01% | 262 |
|
|
2016
Q1 | $20K | Hold |
1,075
| – | – | 0.01% | 268 |
|
|
2015
Q4 | $20K | Hold |
1,075
| – | – | 0.01% | 285 |
|
|
2015
Q3 | $20K | Hold |
1,075
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $20K | Hold |
1,075
| – | – | 0.01% | 298 |
|
|
2015
Q1 | $20K | Buy |
+1,075
| New | +$20K | 0.01% | 294 |
|