Lido Advisors’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
Q1 | – | Sell |
-34,606
| Closed | -$505K | – | 1254 |
|
|
2023
Q4 | $505K | Buy |
34,606
+6,629
| +24% | +$96.7K | ﹤0.01% | 774 |
|
|
2023
Q3 | $393K | Buy |
27,977
+174
| +0.6% | +$2.45K | ﹤0.01% | 738 |
|
|
2023
Q2 | $399K | Hold |
27,803
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $404K | Buy |
27,803
+6,803
| +32% | +$98.8K | ﹤0.01% | 691 |
|
|
2022
Q4 | $302K | Hold |
21,000
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $315K | Buy |
+21,000
| New | +$315K | ﹤0.01% | 650 |
|