Advocacy Wealth Management Services’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
Q3 | – | Sell |
-500
| Closed | -$7K | – | 168 |
|
|
2019
Q2 | $7K | Buy |
+500
| New | +$7K | 0.01% | 143 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$3K | – | 285 |
|
|
2017
Q2 | $3K | Sell |
200
-451
| -69% | -$6.77K | ﹤0.01% | 252 |
|
|
2017
Q1 | $10K | Sell |
651
-29,207
| -98% | -$449K | ﹤0.01% | 206 |
|
|
2016
Q4 | $425K | Sell |
29,858
-589
| -2% | -$8.38K | 0.13% | 29 |
|
|
2016
Q3 | $461K | Sell |
30,447
-3,152
| -9% | -$47.7K | 0.18% | 34 |
|
|
2016
Q2 | $512K | Buy |
33,599
+12,634
| +60% | +$193K | 0.26% | 35 |
|
|
2016
Q1 | $313K | Buy |
20,965
+13,695
| +188% | +$204K | 0.22% | 64 |
|
|
2015
Q4 | $109K | Buy |
+7,270
| New | +$109K | 0.12% | 117 |
|
|
2013
Q3 | $1.15M | Buy |
83,975
+37,875
| +82% | +$519K | 3.14% | 4 |
|
|
2013
Q2 | $658K | Buy |
+46,100
| New | +$658K | 2.62% | 5 |
|