Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $20K | Hold |
1,075
| – | – | 0.01% | 298 |
|
|
2014
Q3 | $19K | Sell |
1,075
-425
| -28% | -$7.51K | 0.01% | 320 |
|
|
2014
Q2 | $27K | Hold |
1,500
| – | – | 0.01% | 277 |
|
|
2014
Q1 | $27K | Buy |
1,500
+1,497
| +49,900% | +$26.9K | 0.01% | 257 |
|
|
2013
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 350 |
|
|
2013
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 371 |
|
|
2013
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 365 |
|