Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,870
| Closed | -$186K | – | 1163 |
|
|
2024
Q3 | $186K | Hold |
11,870
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q2 | $175K | Buy |
11,870
+1,644
| +16% | +$24.2K | ﹤0.01% | 1000 |
|
|
2024
Q1 | $156K | Sell |
10,226
-2,362
| -19% | -$36K | ﹤0.01% | 984 |
|
|
2023
Q4 | $184K | Buy |
12,588
+63
| +0.5% | +$919 | 0.01% | 910 |
|
|
2023
Q3 | $176K | Buy |
12,525
+48
| +0.4% | +$675 | 0.01% | 895 |
|
|
2023
Q2 | $179K | Buy |
12,477
+49
| +0.4% | +$703 | 0.01% | 861 |
|
|
2023
Q1 | $180K | Buy |
12,428
+45
| +0.4% | +$653 | 0.01% | 833 |
|
|
2022
Q4 | $178K | Buy |
12,383
+16
| +0.1% | +$230 | 0.01% | 802 |
|
|
2022
Q3 | $186K | Buy |
+12,367
| New | +$186K | 0.01% | 769 |
|