WealthShield Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05K | Sell |
145
-1,164
| -89% | -$16.4K | ﹤0.01% | 543 |
|
|
2025
Q1 | $18.7K | Hold |
1,309
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $19K | Hold |
1,309
| – | – | ﹤0.01% | 426 |
|
|
2024
Q3 | $20.5K | Hold |
1,309
| – | – | ﹤0.01% | 427 |
|
|
2024
Q2 | $19.3K | Hold |
1,309
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $19.9K | Hold |
1,309
| – | – | ﹤0.01% | 397 |
|
|
2023
Q4 | $19.1K | Hold |
1,309
| – | – | ﹤0.01% | 409 |
|
|
2023
Q3 | $18.4K | Sell |
1,309
-700
| -35% | -$9.84K | ﹤0.01% | 418 |
|
|
2023
Q2 | $28.8K | Hold |
2,009
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $29.2K | Buy |
+2,009
| New | +$29.2K | ﹤0.01% | 402 |
|