Safeguard Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,625
| Closed | -$159K | – | 100 |
|
|
2022
Q3 | $159K | Buy |
10,625
+145
| +1% | +$2.17K | 0.11% | 88 |
|
|
2022
Q2 | $177K | Hold |
10,480
| – | – | 0.11% | 92 |
|
|
2022
Q1 | $177K | Buy |
10,480
+64
| +0.6% | +$1.08K | 0.12% | 84 |
|
|
2021
Q4 | $196K | Sell |
10,416
-6,550
| -39% | -$123K | 0.11% | 89 |
|
|
2021
Q3 | $321K | Sell |
16,966
-1,986
| -10% | -$37.6K | 0.21% | 66 |
|
|
2021
Q2 | $365K | Sell |
18,952
-2,291
| -11% | -$44.1K | 0.26% | 60 |
|
|
2021
Q1 | $401K | Sell |
21,243
-3,769
| -15% | -$71.1K | 0.36% | 50 |
|
|
2020
Q4 | $480K | Buy |
+25,012
| New | +$480K | 0.43% | 42 |
|