WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$15.5K | – | 97 |
|
|
2023
Q3 | $15.5K | Hold |
1,100
| – | – | ﹤0.01% | 102 |
|
|
2023
Q2 | $15.8K | Hold |
1,100
| – | – | ﹤0.01% | 97 |
|
|
2023
Q1 | $16K | Hold |
1,100
| – | – | ﹤0.01% | 97 |
|
|
2022
Q4 | $15.8K | Hold |
1,100
| – | – | 0.01% | 101 |
|
|
2022
Q3 | $17K | Hold |
1,100
| – | – | 0.01% | 91 |
|
|
2022
Q2 | $17K | Sell |
1,100
-10,400
| -90% | -$161K | 0.01% | 93 |
|
|
2022
Q1 | $195K | Sell |
11,500
-2,600
| -18% | -$44.1K | 0.06% | 71 |
|
|
2021
Q4 | $265K | Sell |
14,100
-375
| -3% | -$7.05K | 0.07% | 60 |
|
|
2021
Q3 | $274K | Buy |
+14,475
| New | +$274K | 0.08% | 47 |
|
|
2021
Q1 | $253K | Hold |
13,375
| – | – | 0.09% | 46 |
|
|
2020
Q4 | $257K | Buy |
+13,375
| New | +$257K | 0.1% | 42 |
|