JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$23K | – | 736 |
|
|
2022
Q2 | $23K | Buy |
+1,500
| New | +$23K | ﹤0.01% | 378 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$73K | – | 680 |
|
|
2018
Q3 | $73K | Buy |
+4,000
| New | +$73K | 0.03% | 201 |
|
|
2016
Q4 | – | Sell |
-291
| Closed | -$6K | – | 1092 |
|
|
2016
Q3 | $6K | Buy |
+291
| New | +$6K | ﹤0.01% | 1183 |
|