Secure Asset Management’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,050
| Closed | -$500K | – | 188 |
|
|
2020
Q4 | $500K | Buy |
26,050
+202
| +0.8% | +$3.88K | 0.29% | 68 |
|
|
2020
Q3 | $484K | Sell |
25,848
-5,718
| -18% | -$107K | 0.33% | 68 |
|
|
2020
Q2 | $565K | Buy |
+31,566
| New | +$565K | 0.4% | 71 |
|
|
2020
Q1 | – | Sell |
-40,644
| Closed | -$767K | – | 143 |
|
|
2019
Q4 | $767K | Buy |
+40,644
| New | +$767K | 0.54% | 47 |
|