MGB 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 | $392K | Hold |
27,764
| – | – | 0.13% | 151 |
|
|
2025
Q1 | $396K | Sell |
27,764
-71
| -0.3% | -$1.01K | 0.14% | 141 |
|
|
2024
Q4 | $405K | Buy |
27,835
+5,462
| +24% | +$79.5K | 0.13% | 131 |
|
|
2024
Q3 | $350K | Buy |
22,373
+1,124
| +5% | +$17.6K | 0.13% | 145 |
|
|
2024
Q2 | $321K | Sell |
21,249
-600
| -3% | -$9.05K | 0.12% | 148 |
|
|
2024
Q1 | $333K | Hold |
21,849
| – | – | 0.14% | 148 |
|
|
2023
Q4 | $319K | Buy |
+21,849
| New | +$319K | 0.16% | 142 |
|