Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-974
| Closed | -$14K | – | 1310 |
|
|
2022
Q4 | $14K | Hold |
974
| – | – | ﹤0.01% | 830 |
|
|
2022
Q3 | $15K | Hold |
974
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $15K | Hold |
974
| – | – | ﹤0.01% | 722 |
|
|
2022
Q1 | $16K | Hold |
974
| – | – | ﹤0.01% | 777 |
|
|
2021
Q4 | $18K | Hold |
974
| – | – | ﹤0.01% | 760 |
|
|
2021
Q3 | $18K | Hold |
974
| – | – | ﹤0.01% | 760 |
|
|
2021
Q2 | $19K | Hold |
974
| – | – | ﹤0.01% | 773 |
|
|
2021
Q1 | $18K | Hold |
974
| – | – | ﹤0.01% | 659 |
|
|
2020
Q4 | $19K | Buy |
+974
| New | +$19K | ﹤0.01% | 599 |
|