McRae Capital 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 | $237K | Hold |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $231K | Hold |
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|
2024
Q4 | $236K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $247K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $266K | Buy |
|