Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,300
| Closed | -$18.9K | – | 1004 |
|
|
2024
Q4 | $18.9K | Hold |
1,300
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $19.4K | Hold |
1,300
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $19.1K | Hold |
1,300
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $19.9K | Buy |
+1,300
| New | +$19.9K | ﹤0.01% | 518 |
|
|
2023
Q2 | – | Sell |
-242
| Closed | -$3.51K | – | 852 |
|
|
2023
Q1 | $3.51K | Hold |
242
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $3 | Hold |
242
| – | – | ﹤0.01% | 748 |
|
|
2022
Q3 | $3 | Hold |
242
| – | – | ﹤0.01% | 748 |
|
|
2022
Q2 | $3 | Hold |
242
| – | – | ﹤0.01% | 741 |
|
|
2022
Q1 | $4 | Hold |
242
| – | – | ﹤0.01% | 706 |
|
|
2021
Q4 | $4 | Hold |
242
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $4 | Hold |
242
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $4 | Hold |
242
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $4 | Hold |
242
| – | – | ﹤0.01% | 655 |
|
|
2020
Q4 | $4 | Hold |
242
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $4 | Sell |
242
-242
| -50% | -$4 | ﹤0.01% | 568 |
|
|
2020
Q2 | $8 | Hold |
484
| – | – | ﹤0.01% | 500 |
|
|
2020
Q1 | $8 | Buy |
+484
| New | +$8 | ﹤0.01% | 495 |
|
|
2019
Q2 | $8 | Buy |
+484
| New | +$8 | ﹤0.01% | 507 |
|
|
2018
Q4 | $8.4K | Hold |
484
| – | – | ﹤0.01% | 501 |
|
|
2018
Q3 | $8.74K | Hold |
484
| – | – | ﹤0.01% | 521 |
|
|
2018
Q2 | $8.96K | Hold |
484
| – | – | ﹤0.01% | 586 |
|
|
2018
Q1 | $8.98K | Hold |
484
| – | – | ﹤0.01% | 568 |
|
|
2017
Q4 | $9.09K | Hold |
484
| – | – | ﹤0.01% | 584 |
|
|
2017
Q3 | $9.09K | Hold |
484
| – | – | 0.01% | 566 |
|
|
2017
Q2 | $9.26K | Hold |
484
| – | – | 0.01% | 552 |
|
|
2017
Q1 | $9.1K | Buy |
+484
| New | +$9.1K | ﹤0.01% | 529 |
|