PFA
Paradigm Financial Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $878K | Sell |
46,634
-8,789
| -16% | -$165K | 0.19% | 83 |
|
|
2021
Q3 | $1.05M | Sell |
55,423
-2,430
| -4% | -$46K | 0.24% | 80 |
|
|
2021
Q2 | $1.12M | Sell |
57,853
-2,395
| -4% | -$46.2K | 0.25% | 79 |
|
|
2021
Q1 | $1.14M | Sell |
60,248
-39,933
| -40% | -$754K | 0.28% | 74 |
|
|
2020
Q4 | $1.92M | Sell |
100,181
-18,886
| -16% | -$363K | 0.52% | 47 |
|
|
2020
Q3 | $2.23M | Sell |
119,067
-8,662
| -7% | -$162K | 0.63% | 39 |
|
|
2020
Q2 | $2.29M | Sell |
127,729
-177
| -0.1% | -$3.17K | 0.73% | 42 |
|
|
2020
Q1 | $2.16M | Buy |
127,906
+1,617
| +1% | +$27.3K | 0.8% | 40 |
|
|
2019
Q4 | $2.38M | Buy |
126,289
+53,900
| +74% | +$1.02M | 0.82% | 38 |
|
|
2019
Q3 | $1.36M | Buy |
72,389
+57,531
| +387% | +$1.08M | 0.53% | 49 |
|
|
2019
Q2 | $274K | Buy |
+14,858
| New | +$274K | 0.1% | 97 |
|
|
2014
Q3 | – | Sell |
-63,205
| Closed | -$1.15M | – | 80 |
|
|
2014
Q2 | $1.15M | Sell |
63,205
-19,076
| -23% | -$347K | 0.98% | 33 |
|
|
2014
Q1 | $1.46M | Sell |
82,281
-9,077
| -10% | -$162K | 1.35% | 27 |
|
|
2013
Q4 | $1.55M | Buy |
+91,358
| New | +$1.55M | 1.52% | 18 |
|