Founders Financial Securities’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-43,366
| Closed | -$789K | – | 113 |
|
2018
Q3 | $789K | Sell |
43,366
-49,706
| -53% | -$904K | 0.22% | 61 |
|
2018
Q2 | $1.72M | Buy |
93,072
+42,519
| +84% | +$785K | 0.53% | 32 |
|
2018
Q1 | $938K | Buy |
50,553
+3,374
| +7% | +$62.6K | 0.3% | 49 |
|
2017
Q4 | $890K | Buy |
47,179
+3,959
| +9% | +$74.7K | 0.3% | 49 |
|
2017
Q3 | $820K | Sell |
43,220
-4,066
| -9% | -$77.1K | 0.29% | 52 |
|
2017
Q2 | $903K | Sell |
47,286
-38,730
| -45% | -$740K | 0.34% | 49 |
|
2017
Q1 | $1.61M | Sell |
86,016
-1,200
| -1% | -$22.4K | 0.61% | 35 |
|
2016
Q4 | $1.57M | Buy |
87,216
+47,816
| +121% | +$859K | 0.65% | 30 |
|
2016
Q3 | $751K | Buy |
+39,400
| New | +$751K | 0.32% | 49 |
|