Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 697 |
|
|
2021
Q2 | – | Sell |
-6,195
| Closed | -$117K | – | 713 |
|
|
2021
Q1 | $117K | Sell |
6,195
-1,195
| -16% | -$22.6K | 0.09% | 154 |
|
|
2020
Q4 | $142K | Buy |
+7,390
| New | +$142K | 0.13% | 105 |
|
|
2018
Q3 | $41K | Sell |
2,229
-5,255
| -70% | -$96.7K | 0.03% | 268 |
|
|
2018
Q2 | $138K | Hold |
7,484
| – | – | 0.1% | 148 |
|
|
2018
Q1 | $139K | Buy |
7,484
+7,255
| +3,168% | +$135K | 0.11% | 138 |
|
|
2017
Q4 | $4K | Buy |
+229
| New | +$4K | ﹤0.01% | 563 |
|