LJI Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $598K | Buy |
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|
2025
Q2 | $570K | Sell |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $680K | Buy |
|
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $549K | Sell |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $620K | Sell |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $610K | Buy |
|