Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $15K | Sell |
|
|||||
|
2018
Q4 | $15K | Sell |
|
|||||
|
2018
Q3 | $64K | Hold |
|
|||||
|
2018
Q2 | $65K | Hold |
|
|||||
|
2018
Q1 | $66K | Hold |
|
|||||
|
2017
Q4 | $67K | Hold |
|
|||||
|
2017
Q3 | $68K | Hold |
|
|||||
|
2017
Q2 | $68K | Hold |
|
|||||
|
2017
Q1 | $67K | Sell |
|
|||||
|
2016
Q4 | $64K | Buy |
|
|||||
|
2016
Q3 | $68K | Hold |
|
|||||
|
2016
Q2 | $69K | Buy |
|