Optimum Investment Advisors’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 | $19.7K | Hold |
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|
2025
Q2 | $19K | Hold |
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|
2025
Q1 | $19.3K | Sell |
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|
2024
Q4 | $82.9K | Hold |
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|
2024
Q3 | $89.3K | Hold |
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|
2024
Q2 | $84K | Sell |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $109K | Sell |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $180K | Buy |
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|
2021
Q4 | $199K | Sell |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $342K | Sell |
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|
2020
Q3 | $380K | Sell |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $497K | Sell |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $563K | Sell |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $560K | Sell |
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|
2018
Q4 | $550K | Hold |
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|
2018
Q3 | $576K | Hold |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $625K | Sell |
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|
2017
Q4 | $831K | Sell |
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|
2017
Q3 | $862K | Hold |
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|
2017
Q2 | $868K | Sell |
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|
2017
Q1 | $850K | Buy |
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|
2016
Q4 | $806K | Buy |
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|
2016
Q3 | $824K | Sell |
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|
2016
Q2 | $831K | Sell |
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|
2016
Q1 | $829K | Buy |
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|
2015
Q4 | $803K | Sell |
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|
2015
Q3 | $785K | Buy |
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|
2015
Q1 | $827K | Sell |
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|
2014
Q4 | $879K | Buy |
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|
2014
Q3 | $862K | Sell |
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|
2014
Q2 | $886K | Buy |
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|
2014
Q1 | $587K | Buy |
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|
2013
Q4 | $549K | Sell |
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|
2013
Q3 | $617K | Buy |
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