Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$2.21K | – | 729 |
|
|
2024
Q2 | $2.21K | Sell |
150
-150
| -50% | -$2.21K | ﹤0.01% | 809 |
|
|
2024
Q1 | $4.57K | Hold |
300
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $4.37K | Hold |
300
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 735 |
|
|
2023
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 725 |
|
|
2022
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 669 |
|
|
2022
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 667 |
|
|
2021
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 676 |
|