Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $743K | Buy |
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|
2021
Q2 | $727K | Hold |
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|
2021
Q1 | $712K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $18K | Buy |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $18K | Buy |
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|
2018
Q4 | $17K | Hold |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $23K | Buy |
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|
2017
Q3 | $15K | Buy |
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|
2017
Q2 | $15K | Sell |
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|
2017
Q1 | $19K | Sell |
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|
2016
Q4 | $58K | Buy |
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