Premier Path Wealth Partners’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 | $145K | Hold |
10,245
| – | – | 0.02% | 382 |
|
|
2025
Q1 | $146K | Hold |
10,245
| – | – | 0.02% | 367 |
|
|
2024
Q4 | $149K | Sell |
10,245
-2,722
| -21% | -$39.6K | 0.02% | 365 |
|
|
2024
Q3 | $203K | Sell |
12,967
-1,158
| -8% | -$18.1K | 0.03% | 353 |
|
|
2024
Q2 | $208K | Hold |
14,125
| – | – | 0.04% | 351 |
|
|
2024
Q1 | $215K | Hold |
14,125
| – | – | 0.04% | 323 |
|
|
2023
Q4 | $206K | Buy |
+14,125
| New | +$206K | 0.05% | 326 |
|