Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $301K | Buy |
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