Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,850
| Closed | -$31K | – | 323 |
|
|
2022
Q1 | $31K | Hold |
1,850
| – | – | 0.02% | 255 |
|
|
2021
Q4 | $35K | Sell |
1,850
-850
| -31% | -$16.1K | 0.02% | 246 |
|
|
2021
Q3 | $51K | Hold |
2,700
| – | – | 0.04% | 193 |
|
|
2021
Q2 | $52K | Hold |
2,700
| – | – | 0.04% | 186 |
|
|
2021
Q1 | $51K | Hold |
2,700
| – | – | 0.04% | 188 |
|
|
2020
Q4 | $52K | Buy |
+2,700
| New | +$52K | 0.05% | 176 |
|