ACG Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-11,653
| Closed | -$157K | – | 348 |
|
|
2018
Q4 | $157K | Hold |
11,653
| – | – | 0.02% | 297 |
|
|
2018
Q3 | $167K | Hold |
11,653
| – | – | 0.02% | 299 |
|
|
2018
Q2 | $170K | Sell |
11,653
-83,697
| -88% | -$1.22M | 0.03% | 282 |
|
|
2018
Q1 | $1.39M | Buy |
95,350
+4,441
| +5% | +$64.8K | 0.21% | 99 |
|
|
2017
Q4 | $1.35M | Buy |
+90,909
| New | +$1.35M | 0.2% | 112 |
|