Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-600
| Closed | -$11K | – | 794 |
|
|
2016
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 739 |
|
|
2016
Q2 | $12K | Buy |
+600
| New | +$12K | ﹤0.01% | 718 |
|
|
2016
Q1 | – | Sell |
-600
| Closed | -$11K | – | 1286 |
|
|
2015
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 748 |
|
|
2015
Q3 | $11K | Hold |
600
| – | – | ﹤0.01% | 742 |
|
|
2015
Q2 | $11K | Hold |
600
| – | – | ﹤0.01% | 772 |
|
|
2015
Q1 | $11K | Buy |
+600
| New | +$11K | ﹤0.01% | 747 |
|