TSWM
Triangle Securities Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
10,147
-534
| -5% | -$7.54K | 0.04% | 201 |
|
|
2025
Q1 | $153K | Sell |
10,681
-1,350
| -11% | -$19.3K | 0.04% | 201 |
|
|
2024
Q4 | $175K | Sell |
12,031
-1,425
| -11% | -$20.7K | 0.04% | 197 |
|
|
2024
Q3 | $211K | Sell |
13,456
-1,138
| -8% | -$17.8K | 0.05% | 193 |
|
|
2024
Q2 | $215K | Hold |
14,594
| – | – | 0.06% | 193 |
|
|
2024
Q1 | $222K | Hold |
14,594
| – | – | 0.06% | 191 |
|
|
2023
Q4 | $213K | Hold |
14,594
| – | – | 0.07% | 191 |
|
|
2023
Q3 | $205K | Hold |
14,594
| – | – | 0.07% | 182 |
|
|
2023
Q2 | $209K | Hold |
14,594
| – | – | 0.07% | 185 |
|
|
2023
Q1 | $212K | Hold |
14,594
| – | – | 0.08% | 181 |
|
|
2022
Q4 | $210K | Buy |
+14,594
| New | +$210K | 0.08% | 179 |
|