Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.83K | Hold |
484
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $6.91K | Hold |
484
| – | – | ﹤0.01% | 435 |
|
|
2024
Q4 | $7.04K | Hold |
484
| – | – | ﹤0.01% | 468 |
|
|
2024
Q3 | $7.58K | Hold |
484
| – | – | ﹤0.01% | 456 |
|
|
2024
Q2 | $7.13K | Hold |
484
| – | – | ﹤0.01% | 435 |
|
|
2024
Q1 | $7.38K | Hold |
484
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $7.06K | Hold |
484
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $6.81K | Buy |
484
+100
| +26% | +$1.41K | ﹤0.01% | 430 |
|
|
2023
Q2 | $5.51K | Hold |
384
| – | – | ﹤0.01% | 465 |
|
|
2023
Q1 | $5.58K | Hold |
384
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $5.53K | Hold |
384
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $5.78K | Hold |
384
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $6K | Hold |
384
| – | – | ﹤0.01% | 487 |
|
|
2022
Q1 | $6K | Hold |
384
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $7K | Buy |
+384
| New | +$7K | ﹤0.01% | 467 |
|