TIA
Traphagen Investment Advisors’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,532
| Closed | -$206K | – | 148 |
|
|
2020
Q2 | $206K | Sell |
11,532
-4,154
| -26% | -$74.4K | 0.05% | 119 |
|
|
2020
Q1 | $265K | Sell |
15,686
-40,337
| -72% | -$681K | 0.07% | 98 |
|
|
2019
Q4 | $1.06M | Buy |
56,023
+499
| +0.9% | +$9.42K | 0.25% | 36 |
|
|
2019
Q3 | $1.04M | Buy |
55,524
+9,899
| +22% | +$186K | 0.27% | 35 |
|
|
2019
Q2 | $840K | Buy |
45,625
+6,832
| +18% | +$126K | 0.22% | 40 |
|
|
2019
Q1 | $708K | Buy |
+38,793
| New | +$708K | 0.2% | 41 |
|