Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
14,572
-2,224
| -13% | -$31.4K | 0.06% | 57 |
|
|
2025
Q1 | $240K | Hold |
16,796
| – | – | 0.07% | 50 |
|
|
2024
Q4 | $244K | Hold |
16,796
| – | – | 0.08% | 49 |
|
|
2024
Q3 | $263K | Sell |
16,796
-409
| -2% | -$6.41K | 0.09% | 44 |
|
|
2024
Q2 | $253K | Sell |
17,205
-10,385
| -38% | -$153K | 0.1% | 40 |
|
|
2024
Q1 | $420K | Buy |
27,590
+9,601
| +53% | +$146K | 0.19% | 33 |
|
|
2023
Q4 | $262K | Sell |
17,989
-7,421
| -29% | -$108K | 0.14% | 49 |
|
|
2023
Q3 | $357K | Buy |
25,410
+196
| +0.8% | +$2.76K | 0.23% | 45 |
|
|
2023
Q2 | $362K | Sell |
25,214
-5,979
| -19% | -$85.8K | 0.24% | 40 |
|
|
2023
Q1 | $453K | Buy |
31,193
+326
| +1% | +$4.73K | 0.33% | 40 |
|
|
2022
Q4 | $444K | Buy |
+30,867
| New | +$444K | 0.38% | 38 |
|