Joseph P. Lucia & Associates’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
Q2 | $286K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $350K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $457K | Hold |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $481K | Hold |
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|
2020
Q4 | $489K | Sell |
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|
2020
Q3 | $498K | Sell |
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|
2020
Q2 | $478K | Hold |
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|
2020
Q1 | $451K | Sell |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $493K | Buy |
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|
2019
Q2 | $466K | Sell |
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|
2019
Q1 | $22.1K | Buy |
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