FMWA
Forvis Mazars Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,730
| Closed | -$372K | – | 303 |
|
|
2019
Q4 | $372K | Hold |
19,730
| – | – | 0.03% | 221 |
|
|
2019
Q3 | $371K | Hold |
19,730
| – | – | 0.03% | 206 |
|
|
2019
Q2 | $363K | Hold |
19,730
| – | – | 0.03% | 197 |
|
|
2019
Q1 | $360K | Hold |
19,730
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $343K | Hold |
19,730
| – | – | 0.04% | 169 |
|
|
2018
Q3 | $359K | Hold |
19,730
| – | – | 0.03% | 179 |
|
|
2018
Q2 | $364K | Hold |
19,730
| – | – | 0.04% | 178 |
|
|
2018
Q1 | $366K | Hold |
19,730
| – | – | 0.04% | 182 |
|
|
2017
Q4 | $372K | Buy |
+19,730
| New | +$372K | 0.04% | 179 |
|