MWA
MFA Wealth Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-33,545
| Closed | -$648K | – | 66 |
|
|
2021
Q2 | $648K | Sell |
33,545
-195,725
| -85% | -$3.78M | 0.29% | 42 |
|
|
2021
Q1 | $4.3M | Buy |
229,270
+41,748
| +22% | +$784K | 2.09% | 19 |
|
|
2020
Q4 | $3.6M | Buy |
187,522
+5,081
| +3% | +$97.6K | 3.21% | 12 |
|
|
2020
Q3 | $3.42M | Buy |
+182,441
| New | +$3.42M | 3.63% | 12 |
|