Spire Wealth Management’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 | – | Sell |
-200
| Closed | -$2.86K | – | 2511 |
|
|
2025
Q1 | $2.86K | Buy |
+200
| New | +$2.86K | ﹤0.01% | 2202 |
|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$17.9K | – | 2440 |
|
|
2023
Q2 | $17.9K | Hold |
1,250
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q1 | $18.2K | Sell |
1,250
-150
| -11% | -$2.18K | ﹤0.01% | 1661 |
|
|
2022
Q4 | $20K | Hold |
1,400
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q3 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q2 | $22K | Hold |
1,400
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q1 | $24K | Sell |
1,400
-3,197
| -70% | -$54.8K | ﹤0.01% | 1742 |
|
|
2021
Q4 | $87K | Buy |
4,597
+1,000
| +28% | +$18.9K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $68K | Sell |
3,597
-2,033
| -36% | -$38.4K | ﹤0.01% | 1353 |
|
|
2021
Q2 | $109K | Sell |
5,630
-5,757
| -51% | -$111K | ﹤0.01% | 1158 |
|
|
2021
Q1 | $125K | Buy |
+11,387
| New | +$125K | ﹤0.01% | 1293 |
|