Gould Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $449K | Sell |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $420K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $628K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $595K | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $570K | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $590K | Sell |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $577K | Buy |
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|
2019
Q1 | $567K | Sell |
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|
2018
Q4 | $541K | Buy |
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|
2018
Q3 | $565K | Buy |
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|
2018
Q2 | $554K | Sell |
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|
2018
Q1 | $558K | Sell |
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|
2017
Q4 | $602K | Buy |
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|
2017
Q3 | $591K | Buy |
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|
2017
Q2 | $581K | Sell |
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|
2017
Q1 | $572K | Buy |
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|
2016
Q4 | $531K | Buy |
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|
2016
Q3 | $550K | Hold |
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|
2016
Q2 | $554K | Sell |
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|
2016
Q1 | $546K | Sell |
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|
2015
Q4 | $550K | Sell |
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|
2015
Q3 | $558K | Sell |
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|
2015
Q2 | $575K | Buy |
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|
2015
Q1 | $539K | Buy |
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|
2014
Q4 | $511K | Buy |
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|
2014
Q3 | $493K | Sell |
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|
2014
Q2 | $502K | Buy |
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|
2014
Q1 | $475K | Sell |
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|
2013
Q4 | $471K | Buy |
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|
2013
Q3 | $449K | Buy |
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|
2013
Q2 | $457K | Buy |
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