Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,284
| Closed | -$274K | – | 449 |
|
|
2020
Q4 | $274K | Buy |
14,284
+459
| +3% | +$8.81K | 0.01% | 384 |
|
|
2020
Q3 | $259K | Sell |
13,825
-743
| -5% | -$13.9K | 0.02% | 296 |
|
|
2020
Q2 | $261K | Buy |
14,568
+1,144
| +9% | +$20.5K | 0.02% | 304 |
|
|
2020
Q1 | $219K | Buy |
13,424
+273
| +2% | +$4.45K | 0.02% | 343 |
|
|
2019
Q4 | $248K | Sell |
13,151
-823
| -6% | -$15.5K | 0.02% | 356 |
|
|
2019
Q3 | $263K | Buy |
13,974
+202
| +1% | +$3.8K | 0.02% | 355 |
|
|
2019
Q2 | $254K | Hold |
13,772
| – | – | 0.02% | 352 |
|
|
2019
Q1 | $252K | Hold |
13,772
| – | – | 0.02% | 340 |
|
|
2018
Q4 | $244K | Buy |
13,772
+168
| +1% | +$2.98K | 0.02% | 344 |
|
|
2018
Q3 | $246K | Buy |
+13,604
| New | +$246K | 0.03% | 220 |
|