LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
40,371
-2,349
| -5% | -$33.1K | 0.1% | 84 |
|
|
2025
Q1 | $610K | Sell |
42,720
-617
| -1% | -$8.81K | 0.12% | 74 |
|
|
2024
Q4 | $631K | Sell |
43,337
-71
| -0.2% | -$1.03K | 0.12% | 73 |
|
|
2024
Q3 | $680K | Buy |
43,408
+6,894
| +19% | +$108K | 0.14% | 78 |
|
|
2024
Q2 | $538K | Buy |
36,514
+472
| +1% | +$6.95K | 0.12% | 92 |
|
|
2024
Q1 | $549K | Sell |
36,042
-889
| -2% | -$13.5K | 0.14% | 72 |
|
|
2023
Q4 | $538K | Sell |
36,931
-6,220
| -14% | -$90.7K | 0.14% | 85 |
|
|
2023
Q3 | $607K | Sell |
43,151
-63
| -0.1% | -$886 | 0.17% | 67 |
|
|
2023
Q2 | $620K | Sell |
43,214
-371
| -0.9% | -$5.32K | 0.18% | 64 |
|
|
2023
Q1 | $633K | Buy |
43,585
+1,223
| +3% | +$17.8K | 0.2% | 55 |
|
|
2022
Q4 | $610K | Buy |
+42,362
| New | +$610K | 0.21% | 55 |
|