Global Retirement Partners’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
Q2 | $4.23K | Buy |
+300
| New | +$4.23K | ﹤0.01% | 2972 |
|
2024
Q4 | $4.37K | Hold |
300
| – | – | ﹤0.01% | 2743 |
|
2024
Q3 | $4.7K | Hold |
300
| – | – | ﹤0.01% | 2586 |
|
2024
Q2 | $4.42K | Hold |
300
| – | – | ﹤0.01% | 2668 |
|
2024
Q1 | $4.57K | Sell |
300
-976
| -76% | -$14.9K | ﹤0.01% | 2430 |
|
2023
Q4 | $18.9K | Buy |
1,276
+300
| +31% | +$4.44K | ﹤0.01% | 1785 |
|
2023
Q3 | $13.3K | Sell |
976
-2,168
| -69% | -$29.5K | ﹤0.01% | 1834 |
|
2023
Q2 | $45.1K | Sell |
3,144
-812
| -21% | -$11.7K | ﹤0.01% | 1326 |
|
2023
Q1 | $56.1K | Hold |
3,956
| – | – | ﹤0.01% | 1183 |
|
2022
Q4 | $57K | Buy |
3,956
+2,980
| +305% | +$42.9K | ﹤0.01% | 1029 |
|
2022
Q3 | $14K | Sell |
976
-517
| -35% | -$7.42K | ﹤0.01% | 1544 |
|
2022
Q2 | $23K | Hold |
1,493
| – | – | ﹤0.01% | 1301 |
|
2022
Q1 | $23K | Buy |
+1,493
| New | +$23K | ﹤0.01% | 1307 |
|
2017
Q1 | – | Sell |
-22
| Closed | – | – | 1127 |
|
2016
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1039 |
|