Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,180
| Closed | -$26.9K | – | 156 |
|
|
2022
Q2 | $26.9K | Sell |
2,180
-163
| -7% | -$2.01K | 0.02% | 112 |
|
|
2022
Q1 | $31.8K | Buy |
2,343
+193
| +9% | +$2.62K | 0.02% | 115 |
|
|
2021
Q4 | $32.3K | Buy |
2,150
+13
| +0.6% | +$195 | 0.02% | 117 |
|
|
2021
Q3 | $32.1K | Buy |
2,137
+14
| +0.7% | +$210 | 0.02% | 115 |
|
|
2021
Q2 | $32.5K | Sell |
2,123
-2,937
| -58% | -$45K | 0.02% | 119 |
|
|
2021
Q1 | $75.9K | Buy |
5,060
+2,964
| +141% | +$44.5K | 0.05% | 78 |
|
|
2020
Q4 | $32K | Sell |
2,096
-1,087
| -34% | -$16.6K | 0.03% | 112 |
|
|
2020
Q3 | $46.9K | Buy |
+3,183
| New | +$46.9K | 0.04% | 89 |
|