Wolff Wiese Magana’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-702
| Closed | -$11K | – | 925 |
|
|
2022
Q3 | $11K | Sell |
702
-701
| -50% | -$11K | 0.01% | 490 |
|
|
2022
Q2 | $22K | Hold |
1,403
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $24K | Hold |
1,403
| – | – | 0.02% | 392 |
|
|
2021
Q4 | $26K | Hold |
1,403
| – | – | 0.02% | 381 |
|
|
2021
Q3 | $27K | Hold |
1,403
| – | – | 0.02% | 368 |
|
|
2021
Q2 | $27K | Buy |
1,403
+5
| +0.4% | +$96 | 0.02% | 356 |
|
|
2021
Q1 | $26K | Buy |
1,398
+17
| +1% | +$316 | 0.02% | 362 |
|
|
2020
Q4 | $27K | Buy |
+1,381
| New | +$27K | 0.02% | 338 |
|