United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $761K | Sell |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $781K | Sell |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.9M | Buy |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $772K | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $849K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $656K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.18M | Buy |
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