Carroll Financial Associates’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 1229 |
|
|
2017
Q3 | – | Sell |
-1,990
| Closed | -$38K | – | 1242 |
|
|
2017
Q2 | $38K | Buy |
1,990
+700
| +54% | +$13.4K | ﹤0.01% | 547 |
|
|
2017
Q1 | $24K | Hold |
1,290
| – | – | ﹤0.01% | 622 |
|
|
2016
Q4 | $23K | Hold |
1,290
| – | – | ﹤0.01% | 606 |
|
|
2016
Q3 | $24K | Buy |
+1,290
| New | +$24K | ﹤0.01% | 612 |
|
|
2013
Q3 | – | Sell |
-1,100
| Closed | -$19K | – | 837 |
|
|
2013
Q2 | $19K | Buy |
+1,100
| New | +$19K | 0.01% | 339 |
|