Baron Silver Stevens Financial Advisors’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
Q4 | – | Sell |
-46
| Closed | -$359 | – | 129 |
|
|
2022
Q3 | $359 | Sell |
46
-35,210
| -100% | -$275K | 0.1% | 60 |
|
|
2022
Q2 | $435K | Hold |
35,256
| – | – | 0.11% | 60 |
|
|
2022
Q1 | $478K | Buy |
+35,256
| New | +$478K | 0.11% | 55 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | – | – | 348 |
|
|
2020
Q4 | $0 | Buy |
+46
| New | – | ﹤0.01% | 513 |
|