Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.4K | Hold |
|
|||||
|
2025
Q2 | $15.8K | Hold |
|
|||||
|
2025
Q1 | $16K | Sell |
|
|||||
|
2024
Q4 | $16.4K | Buy |
|
|||||
|
2024
Q3 | $17.6K | Hold |
|
|||||
|
2024
Q2 | $16.5K | Hold |
|
|||||
|
2024
Q1 | $17.1K | Buy |
|
|||||
|
2023
Q4 | $9.24K | Hold |
|
|||||
|
2023
Q3 | $8.91K | Hold |
|
|||||
|
2023
Q2 | $9.1K | Hold |
|
|||||
|
2023
Q1 | $9.21K | Hold |
|
|||||
|
2022
Q4 | $9.13K | Hold |
|
|||||
|
2022
Q3 | $10K | Hold |
|
|||||
|
2022
Q2 | $10K | Sell |
|
|||||
|
2022
Q1 | $52K | Hold |
|
|||||
|
2021
Q4 | $58K | Hold |
|
|||||
|
2021
Q3 | $58K | Sell |
|
|||||
|
2021
Q2 | $153K | Sell |
|
|||||
|
2021
Q1 | $152K | Sell |
|
|||||
|
2020
Q4 | $161K | Sell |
|
|||||
|
2020
Q3 | $163K | Buy |
|
|||||
|
2020
Q2 | $152K | Buy |
|
|||||
|
2020
Q1 | $142K | Buy |
|
|||||
|
2019
Q4 | $124K | Sell |
|
|||||
|
2019
Q3 | $147K | Buy |
|
|||||
|
2019
Q2 | $142K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $202K | Sell |
|
|||||
|
2018
Q3 | $216K | Buy |
|
|||||
|
2018
Q2 | $216K | Buy |
|
|||||
|
2018
Q1 | $216K | Sell |
|
|||||
|
2017
Q4 | $223K | Buy |
|
|||||
|
2017
Q3 | $222K | Sell |
|
|||||
|
2017
Q2 | $224K | Sell |
|
|||||
|
2017
Q1 | $220K | Buy |
|