Triangle Securities Wealth Management’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 | $148K | Hold |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $153K | Sell |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $210K | Buy |
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