Bridgeworth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-8,635
| Closed | -$125K | – | 430 |
|
2018
Q2 | $125K | Buy |
+8,635
| New | +$125K | 0.05% | 184 |
|
2017
Q3 | – | Sell |
-14,159
| Closed | -$215K | – | 113 |
|
2017
Q2 | $215K | Sell |
14,159
-1,232
| -8% | -$18.7K | 0.11% | 131 |
|
2017
Q1 | $228K | Buy |
15,391
+94
| +0.6% | +$1.39K | 0.12% | 129 |
|
2016
Q4 | $223K | Buy |
+15,297
| New | +$223K | 0.12% | 126 |
|