Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.81K | Buy |
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|
2025
Q1 | $9.77K | Sell |
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|
2024
Q4 | $21.4K | Sell |
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|
2024
Q3 | $43.3K | Buy |
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|
2024
Q2 | $40.1K | Buy |
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|
2024
Q1 | $40.9K | Buy |
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|
2023
Q4 | $38.5K | Buy |
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|
2023
Q3 | $36.4K | Buy |
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|
2023
Q2 | $36.7K | Buy |
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|
2023
Q1 | $36.6K | Buy |
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|
2022
Q4 | $35.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $38K | Sell |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $76K | Buy |
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