Alterity Financial Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,518
| Closed | -$132K | – | 81 |
|
|
2023
Q1 | $132K | Buy |
11,518
+511
| +5% | +$5.87K | 0.19% | 75 |
|
|
2022
Q4 | $123K | Sell |
11,007
-1,463
| -12% | -$16.4K | 0.2% | 74 |
|
|
2022
Q3 | $148K | Sell |
12,470
-2,091
| -14% | -$24.8K | 0.24% | 77 |
|
|
2022
Q2 | $180K | Buy |
+14,561
| New | +$180K | 0.27% | 76 |
|
|
2021
Q4 | $236K | Buy |
+15,759
| New | +$236K | 0.25% | 85 |
|
|
2021
Q1 | $210K | Buy |
+15,502
| New | +$210K | 0.25% | 77 |
|