Aurora Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-25,004
| Closed | -$376K | – | 226 |
|
|
2021
Q3 | $376K | Buy |
25,004
+3,103
| +14% | +$46.7K | 0.15% | 131 |
|
|
2021
Q2 | $336K | Sell |
21,901
-9,308
| -30% | -$143K | 0.13% | 140 |
|
|
2021
Q1 | $468K | Sell |
31,209
-5,085
| -14% | -$76.3K | 0.19% | 107 |
|
|
2020
Q4 | $554K | Buy |
36,294
+67
| +0.2% | +$1.02K | 0.23% | 93 |
|
|
2020
Q3 | $534K | Buy |
36,227
+3,184
| +10% | +$46.9K | 0.23% | 85 |
|
|
2020
Q2 | $467K | Sell |
33,043
-41,414
| -56% | -$585K | 0.21% | 86 |
|
|
2020
Q1 | $980K | Buy |
74,457
+16,619
| +29% | +$219K | 0.35% | 65 |
|
|
2019
Q4 | $868K | Buy |
+57,838
| New | +$868K | 0.31% | 59 |
|