Beacon Bridge Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,630
| Closed | -$126K | – | 98 |
|
|
2024
Q1 | $126K | Sell |
10,630
-8,341
| -44% | -$99.1K | 0.06% | 92 |
|
|
2023
Q4 | $218K | Sell |
18,971
-4,932
| -21% | -$56.6K | 0.11% | 96 |
|
|
2023
Q3 | $262K | Sell |
23,903
-2,548
| -10% | -$27.9K | 0.14% | 69 |
|
|
2023
Q2 | $301K | Buy |
26,451
+592
| +2% | +$6.73K | 0.15% | 62 |
|
|
2023
Q1 | $297K | Sell |
25,859
-1,497
| -5% | -$17.2K | 0.18% | 64 |
|
|
2022
Q4 | $306K | Buy |
+27,356
| New | +$306K | 0.22% | 61 |
|