Alta Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,738
| Closed | -$139K | – | 148 |
|
|
2022
Q3 | $139K | Hold |
11,738
| – | – | 0.1% | 133 |
|
|
2022
Q2 | $145K | Sell |
11,738
-223
| -2% | -$2.76K | 0.1% | 135 |
|
|
2022
Q1 | $162K | Sell |
11,961
-1,000
| -8% | -$13.5K | 0.1% | 143 |
|
|
2021
Q4 | $194K | Hold |
12,961
| – | – | 0.12% | 142 |
|
|
2021
Q3 | $195K | Sell |
12,961
-662
| -5% | -$9.96K | 0.14% | 138 |
|
|
2021
Q2 | $209K | Hold |
13,623
| – | – | 0.15% | 139 |
|
|
2021
Q1 | $204K | Hold |
13,623
| – | – | 0.17% | 128 |
|
|
2020
Q4 | $208K | Buy |
+13,623
| New | +$208K | 0.17% | 134 |
|