Buckingham Strategic Wealth’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 | $407K | Sell |
35,269
-168
| -0.5% | -$1.94K | ﹤0.01% | 518 |
|
|
2024
Q1 | $421K | Buy |
35,437
+8,607
| +32% | +$102K | ﹤0.01% | 508 |
|
|
2023
Q4 | $308K | Sell |
26,830
-632
| -2% | -$7.25K | ﹤0.01% | 567 |
|
|
2023
Q3 | $301K | Buy |
27,462
+507
| +2% | +$5.55K | ﹤0.01% | 523 |
|
|
2023
Q2 | $306K | Sell |
26,955
-2,875
| -10% | -$32.7K | ﹤0.01% | 533 |
|
|
2023
Q1 | $333K | Hold |
29,830
| – | – | 0.01% | 464 |
|
|
2022
Q4 | $333K | Buy |
+29,830
| New | +$333K | 0.01% | 466 |
|
|
2022
Q2 | – | Sell |
-38,237
| Closed | -$519K | – | 639 |
|
|
2022
Q1 | $519K | Buy |
+38,237
| New | +$519K | 0.01% | 362 |
|
|
2021
Q2 | – | Sell |
-14,956
| Closed | -$224K | – | 598 |
|
|
2021
Q1 | $224K | Buy |
+14,956
| New | +$224K | 0.01% | 495 |
|
|
2018
Q2 | – | Sell |
-11,254
| Closed | -$164K | – | 370 |
|
|
2018
Q1 | $164K | Buy |
+11,254
| New | +$164K | 0.03% | 298 |
|