Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $434K | Sell |
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|
2016
Q4 | $438K | Sell |
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|
2016
Q3 | $679K | Buy |
|
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|
2016
Q2 | $531K | Sell |
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|
2016
Q1 | $827K | Sell |
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|
2015
Q4 | $835K | Sell |
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|
2015
Q3 | $839K | Sell |
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|
2015
Q2 | $842K | Sell |
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|
2015
Q1 | $501K | Buy |
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|
2014
Q4 | $776K | Sell |
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|
2014
Q3 | $837K | Buy |
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|
2014
Q2 | $818K | Sell |
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|
2014
Q1 | $817K | Sell |
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|
2013
Q4 | $1.27M | Sell |
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|
2013
Q3 | $1.58M | Sell |
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|
2013
Q2 | $2.05M | Buy |
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