Clearstead Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$17.3K | – | 1414 |
|
|
2022
Q4 | $17.3K | Hold |
1,200
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $19K | Hold |
1,200
| – | – | ﹤0.01% | 812 |
|
|
2022
Q1 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 870 |
|
|
2021
Q4 | $23K | Buy |
+1,200
| New | +$23K | ﹤0.01% | 792 |
|