BDO Wealth 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
Q1 | – | Sell |
-16,000
| Closed | -$240K | – | 1120 |
|
|
2021
Q4 | $240K | Hold |
16,000
| – | – | 0.03% | 258 |
|
|
2021
Q3 | $240K | Hold |
16,000
| – | – | 0.03% | 253 |
|
|
2021
Q2 | $245K | Sell |
16,000
-5
| -0% | -$77 | 0.03% | 262 |
|
|
2021
Q1 | $240K | Buy |
16,005
+15,724
| +5,596% | +$236K | 0.03% | 261 |
|
|
2020
Q4 | $4K | Hold |
281
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $4K | Hold |
281
| – | – | ﹤0.01% | 595 |
|
|
2020
Q2 | $4K | Hold |
281
| – | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $4K | Hold |
281
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $4K | Buy |
+281
| New | +$4K | ﹤0.01% | 524 |
|