Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-526
| Closed | -$8K | – | 467 |
|
|
2022
Q2 | $8K | Buy |
526
+6
| +1% | +$91 | ﹤0.01% | 506 |
|
|
2022
Q1 | $9K | Buy |
520
+7
| +1% | +$121 | ﹤0.01% | 551 |
|
|
2021
Q4 | $10K | Buy |
513
+5
| +1% | +$97 | ﹤0.01% | 607 |
|
|
2021
Q3 | $10K | Buy |
508
+6
| +1% | +$118 | ﹤0.01% | 561 |
|
|
2021
Q2 | $10K | Buy |
502
+6
| +1% | +$120 | ﹤0.01% | 564 |
|
|
2021
Q1 | $9K | Buy |
496
+6
| +1% | +$109 | ﹤0.01% | 584 |
|
|
2020
Q4 | $9K | Buy |
+490
| New | +$9K | ﹤0.01% | 563 |
|