Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $60K | Hold |
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|
2024
Q3 | $63.2K | Sell |
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|
2024
Q2 | $88K | Hold |
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|
2024
Q1 | $91K | Hold |
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|
2023
Q4 | $87.1K | Hold |
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|
2023
Q3 | $84K | Hold |
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|
2023
Q2 | $85.7K | Hold |
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|
2023
Q1 | $86.7K | Hold |
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|
2022
Q4 | $86K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | $94K | Buy |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32K | Sell |
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|
2020
Q1 | $100K | Buy |
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|
2019
Q4 | $102K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $95K | Sell |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $5K | Buy |
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