GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-750
| Closed | -$10.9K | – | 1605 |
|
|
2024
Q4 | $10.9K | Hold |
750
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q3 | $11.7K | Buy |
+750
| New | +$11.7K | ﹤0.01% | 1354 |
|
|
2021
Q3 | – | Sell |
-262,978
| Closed | -$5.07M | – | 399 |
|
|
2021
Q2 | $5.07M | Buy |
262,978
+25,605
| +11% | +$494K | 0.64% | 43 |
|
|
2021
Q1 | $4.48M | Buy |
237,373
+217,238
| +1,079% | +$4.1M | 0.7% | 39 |
|
|
2020
Q4 | $388K | Buy |
+20,135
| New | +$388K | 0.06% | 159 |
|