BAM
Baldrige Asset Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $226K | Sell |
19,696
-734
| -4% | -$8.42K | 0.09% | 106 |
|
|
2022
Q4 | $228K | Buy |
20,430
+5,853
| +40% | +$65.3K | 0.1% | 98 |
|
|
2022
Q3 | $173K | Hold |
14,577
| – | – | 0.08% | 107 |
|
|
2022
Q2 | $180K | Buy |
14,577
+607
| +4% | +$7.5K | 0.08% | 110 |
|
|
2022
Q1 | $190K | Buy |
+13,970
| New | +$190K | 0.08% | 111 |
|