Carroll Financial Associates’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $66K | Hold |
|
|||||
|
2021
Q3 | $66K | Hold |
|
|||||
|
2021
Q2 | $68K | Buy |
|
|||||
|
2021
Q1 | $57K | Buy |
|
|||||
|
2020
Q4 | $58K | Hold |
|
|||||
|
2020
Q3 | $56K | Hold |
|
|||||
|
2020
Q2 | $53K | Hold |
|
|||||
|
2020
Q1 | $50K | Sell |
|
|||||
|
2019
Q4 | $59K | Sell |
|
|||||
|
2019
Q3 | $60K | Hold |
|
|||||
|
2019
Q2 | $59K | Hold |
|
|||||
|
2019
Q1 | $58K | Buy |
|
|||||
|
2018
Q4 | $54K | Hold |
|
|||||
|
2018
Q3 | $56K | Hold |
|
|||||
|
2018
Q2 | $57K | Buy |
|
|||||
|
2018
Q1 | $55K | Sell |
|
|||||
|
2017
Q4 | $363K | Buy |
|
|||||
|
2017
Q3 | $351K | Sell |
|
|||||
|
2017
Q2 | $879K | Sell |
|
|||||
|
2017
Q1 | $863K | Sell |
|
|||||
|
2016
Q4 | $916K | Sell |
|
|||||
|
2016
Q3 | $993K | Buy |
|
|||||
|
2016
Q2 | $821K | Sell |
|
|||||
|
2016
Q1 | $884K | Buy |
|
|||||
|
2015
Q4 | $882K | Sell |
|
|||||
|
2015
Q3 | $873K | Buy |
|
|||||
|
2015
Q2 | $812K | Buy |
|
|||||
|
2015
Q1 | $456K | Buy |
|
|||||
|
2014
Q4 | $188K | Sell |
|
|||||
|
2014
Q3 | $426K | Sell |
|
|||||
|
2014
Q2 | $524K | Buy |
|
|||||
|
2014
Q1 | $503K | Buy |
|
|||||
|
2013
Q4 | $60K | Sell |
|
|||||
|
2013
Q3 | $202K | Buy |
|
|||||
|
2013
Q2 | $164K | Buy |
|