ACM
Antonetti Capital Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $671K | Sell |
61,267
-938
| -2% | -$10.3K | 1.05% | 17 |
|
|
2023
Q2 | $707K | Buy |
62,205
+64
| +0.1% | +$728 | 1.02% | 15 |
|
|
2023
Q1 | $713K | Buy |
62,141
+1,174
| +2% | +$13.5K | 1.04% | 15 |
|
|
2022
Q4 | $682K | Sell |
60,967
-4,940
| -7% | -$55.2K | 0.93% | 18 |
|
|
2022
Q3 | $783K | Buy |
65,907
+53
| +0.1% | +$630 | 0.9% | 19 |
|
|
2022
Q2 | $813K | Buy |
65,854
+51
| +0.1% | +$630 | 0.85% | 20 |
|
|
2022
Q1 | $893K | Buy |
65,803
+29,585
| +82% | +$401K | 0.84% | 21 |
|
|
2021
Q4 | $543K | Buy |
+36,218
| New | +$543K | 0.43% | 39 |
|