Gupta Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $44K | Hold |
2,314
| – | – | 0.01% | 460 |
|
|
2015
Q4 | $44K | Buy |
2,314
+181
| +8% | +$3.44K | 0.01% | 452 |
|
|
2015
Q3 | $39K | Buy |
2,133
+318
| +18% | +$5.81K | 0.01% | 500 |
|
|
2015
Q2 | $33K | Sell |
1,815
-935
| -34% | -$17K | 0.01% | 578 |
|
|
2015
Q1 | $51K | Buy |
+2,750
| New | +$51K | 0.02% | 406 |
|