Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.08K | Hold |
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|
2025
Q2 | $6.83K | Hold |
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|
2025
Q1 | $6.91K | Hold |
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|
2024
Q4 | $7.04K | Hold |
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|
2024
Q3 | $7.58K | Hold |
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|
2024
Q2 | $7.13K | Hold |
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|
2024
Q1 | $7.38K | Hold |
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|
2023
Q4 | $7.06K | Hold |
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|
2023
Q3 | $6.8K | Buy |
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|
2023
Q2 | $5.51K | Hold |
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|
2023
Q1 | $5.58K | Hold |
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|
2022
Q4 | $5.53K | Hold |
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|
2022
Q3 | $5.78K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $7K | Buy |
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