Caldwell Trust’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
|
|
||||
|
2024
Q2 | $14.7K | Hold |
1,000
|
|
||||
|
2024
Q1 | $15.2K | Buy |
+1,000
|
|
||||
|
2023
Q2 | – | Sell |
-1,000
|
|
||||
|
2023
Q1 | $14.5K | Hold |
1,000
|
|
||||
|
2022
Q4 | $14.4K | Buy |
+1,000
|
|
||||
|
2020
Q3 | – | Sell |
-1,000
|
|
||||
|
2020
Q2 | $17.9K | Hold |
1,000
|
|
||||
|
2020
Q1 | $16.9K | Hold |
1,000
|
|
||||
|
2019
Q4 | $18.9K | Buy |
+1,000
|
|