KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,455
| Closed | -$423K | – | 61 |
|
|
2021
Q4 | $423K | Buy |
+22,455
| New | +$423K | 0.52% | 36 |
|
|
2021
Q3 | – | Sell |
-26,056
| Closed | -$503K | – | 108 |
|
|
2021
Q2 | $503K | Sell |
26,056
-1,249
| -5% | -$24.1K | 0.2% | 79 |
|
|
2021
Q1 | $516K | Sell |
27,305
-3,438
| -11% | -$65K | 0.27% | 69 |
|
|
2020
Q4 | $591K | Sell |
30,743
-826
| -3% | -$15.9K | 0.35% | 62 |
|
|
2020
Q3 | $592K | Sell |
31,569
-607
| -2% | -$11.4K | 0.43% | 56 |
|
|
2020
Q2 | $576K | Sell |
32,176
-14,195
| -31% | -$254K | 0.53% | 48 |
|
|
2020
Q1 | $783K | Sell |
46,371
-18,771
| -29% | -$317K | 0.88% | 31 |
|
|
2019
Q4 | $1.23M | Buy |
+65,142
| New | +$1.23M | 1.04% | 22 |
|