McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$31K | – | 233 |
|
|
2025
Q1 | $31K | Sell |
14
-2,135
| -99% | -$4.73M | 0.02% | 165 |
|
|
2024
Q4 | $31K | Buy |
2,149
+2,134
| +14,227% | +$30.8K | 0.09% | 107 |
|
|
2024
Q3 | $33 | Buy |
15
+1
| +7% | +$2 | ﹤0.01% | 143 |
|
|
2024
Q2 | $30K | Sell |
14
-2,040
| -99% | -$4.37M | 0.02% | 181 |
|
|
2024
Q1 | $32K | Buy |
2,054
+30
| +1% | +$467 | 0.02% | 175 |
|
|
2023
Q4 | $30K | Buy |
2,024
+38
| +2% | +$563 | 0.02% | 195 |
|
|
2023
Q3 | $27K | Buy |
1,986
+29
| +1% | +$394 | 0.02% | 189 |
|
|
2023
Q2 | $28K | Buy |
+1,957
| New | +$28K | 0.02% | 194 |
|