IWA
IBEX Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,288
| Closed | -$206K | – | 151 |
|
|
2022
Q4 | $206K | Sell |
14,288
-1,495
| -9% | -$21.6K | 0.05% | 162 |
|
|
2022
Q3 | $237K | Buy |
15,783
+24
| +0.2% | +$360 | 0.06% | 132 |
|
|
2022
Q2 | $245K | Sell |
15,759
-1,390
| -8% | -$21.6K | 0.06% | 137 |
|
|
2022
Q1 | $290K | Buy |
17,149
+51
| +0.3% | +$862 | 0.06% | 139 |
|
|
2021
Q4 | $322K | Buy |
17,098
+46
| +0.3% | +$866 | 0.06% | 146 |
|
|
2021
Q3 | $323K | Buy |
17,052
+46
| +0.3% | +$871 | 0.06% | 143 |
|
|
2021
Q2 | $328K | Sell |
17,006
-475
| -3% | -$9.16K | 0.07% | 136 |
|
|
2021
Q1 | $330K | Buy |
17,481
+47
| +0.3% | +$887 | 0.08% | 104 |
|
|
2020
Q4 | $335K | Buy |
17,434
+47
| +0.3% | +$903 | 0.09% | 95 |
|
|
2020
Q3 | $326K | Buy |
17,387
+46
| +0.3% | +$862 | 0.09% | 90 |
|
|
2020
Q2 | $310K | Buy |
17,341
+50
| +0.3% | +$894 | 0.1% | 94 |
|
|
2020
Q1 | $292K | Buy |
17,291
+50
| +0.3% | +$844 | 0.11% | 86 |
|
|
2019
Q4 | $325K | Buy |
17,241
+60
| +0.3% | +$1.13K | 0.1% | 97 |
|
|
2019
Q3 | $323K | Buy |
17,181
+92
| +0.5% | +$1.73K | 0.11% | 92 |
|
|
2019
Q2 | $314K | Buy |
17,089
+96
| +0.6% | +$1.76K | 0.09% | 118 |
|
|
2019
Q1 | $310K | Buy |
16,993
+103
| +0.6% | +$1.88K | 0.11% | 98 |
|
|
2018
Q4 | $293K | Buy |
+16,890
| New | +$293K | 0.13% | 71 |
|