Hefty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $92K | Hold |
4,945
| – | – | 0.06% | 110 |
|
|
2017
Q4 | $93K | Hold |
4,945
| – | – | 0.06% | 106 |
|
|
2017
Q3 | $94K | Buy |
4,945
+1
| +0% | +$19 | 0.06% | 101 |
|
|
2017
Q2 | $94K | Buy |
4,944
+42
| +0.9% | +$799 | 0.06% | 97 |
|
|
2017
Q1 | $91K | Buy |
4,902
+65
| +1% | +$1.21K | 0.07% | 95 |
|
|
2016
Q4 | $86K | Buy |
4,837
+70
| +1% | +$1.25K | 0.07% | 86 |
|
|
2016
Q3 | $90K | Buy |
4,767
+63
| +1% | +$1.19K | 0.07% | 96 |
|
|
2016
Q2 | $90K | Buy |
4,704
+66
| +1% | +$1.26K | 0.07% | 92 |
|
|
2016
Q1 | $87K | Buy |
4,638
+66
| +1% | +$1.24K | 0.08% | 92 |
|
|
2015
Q4 | $86K | Buy |
+4,572
| New | +$86K | 0.08% | 94 |
|