Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $352K | Hold |
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|
2020
Q3 | $343K | Hold |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $360K | Sell |
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|
2019
Q4 | $492K | Hold |
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|
2019
Q3 | $489K | Hold |
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|
2019
Q2 | $480K | Hold |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $437K | Buy |
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|
2018
Q3 | $416K | Buy |
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|
2018
Q2 | $411K | Hold |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $386K | Hold |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | $334K | Buy |
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|
2017
Q1 | $301K | Buy |
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|
2016
Q4 | $258K | Hold |
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|
2016
Q3 | $274K | Hold |
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|
2016
Q2 | $276K | Hold |
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|
2016
Q1 | $270K | Buy |
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|
2015
Q4 | $248K | Hold |
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $276K | Buy |
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|
2015
Q1 | $281K | Buy |
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|
2014
Q4 | $233K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $649K | Buy |
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