Breiter Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-44,270
| Closed | -$646K | – | 126 |
|
2019
Q1 | $646K | Buy |
+44,270
| New | +$646K | 0.86% | 39 |
|
2018
Q4 | – | Sell |
-17,815
| Closed | -$255K | – | 102 |
|
2018
Q3 | $255K | Buy |
+17,815
| New | +$255K | 0.32% | 98 |
|
2018
Q2 | – | Sell |
-44,270
| Closed | -$646K | – | 128 |
|
2018
Q1 | $646K | Sell |
44,270
-5,395
| -11% | -$78.7K | 0.88% | 38 |
|
2017
Q4 | $738K | Buy |
+49,665
| New | +$738K | 1.06% | 31 |
|