Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,600
| Closed | -$30K | – | 366 |
|
|
2020
Q3 | $30K | Buy |
+1,600
| New | +$30K | 0.01% | 361 |
|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$27K | – | 683 |
|
|
2020
Q1 | $27K | Buy |
+1,600
| New | +$27K | 0.01% | 460 |
|
|
2019
Q4 | – | Sell |
-1,600
| Closed | -$30K | – | 668 |
|
|
2019
Q3 | $30K | Hold |
1,600
| – | – | 0.01% | 541 |
|
|
2019
Q2 | $29K | Hold |
1,600
| – | – | 0.01% | 557 |
|
|
2019
Q1 | $29K | Buy |
+1,600
| New | +$29K | 0.01% | 553 |
|