Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-502
| Closed | -$9K | – | 484 |
|
|
2019
Q1 | $9K | Hold |
502
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $9K | Hold |
502
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $9K | Hold |
502
| – | – | ﹤0.01% | 509 |
|
|
2018
Q2 | $9K | Hold |
502
| – | – | ﹤0.01% | 544 |
|
|
2018
Q1 | $9K | Hold |
502
| – | – | ﹤0.01% | 538 |
|
|
2017
Q4 | $9K | Hold |
502
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $10K | Hold |
502
| – | – | ﹤0.01% | 563 |
|
|
2017
Q2 | $10K | Hold |
502
| – | – | ﹤0.01% | 493 |
|
|
2017
Q1 | $9K | Hold |
502
| – | – | ﹤0.01% | 509 |
|
|
2016
Q4 | $9K | Hold |
502
| – | – | ﹤0.01% | 505 |
|
|
2016
Q3 | $10K | Hold |
502
| – | – | ﹤0.01% | 511 |
|
|
2016
Q2 | $10K | Hold |
502
| – | – | ﹤0.01% | 532 |
|
|
2016
Q1 | $9K | Hold |
502
| – | – | ﹤0.01% | 537 |
|
|
2015
Q4 | $9K | Buy |
+502
| New | +$9K | ﹤0.01% | 539 |
|