Clarity Financial’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,000
| Closed | -$329K | – | 121 |
|
|
2023
Q3 | $329K | Sell |
30,000
-29
| -0.1% | -$318 | 0.06% | 83 |
|
|
2023
Q2 | $341K | Buy |
+30,029
| New | +$341K | 0.05% | 78 |
|
|
2022
Q1 | – | Sell |
-121,398
| Closed | -$1.82M | – | 105 |
|
|
2021
Q4 | $1.82M | Sell |
121,398
-27,909
| -19% | -$419K | 0.28% | 54 |
|
|
2021
Q3 | $2.24M | Buy |
+149,307
| New | +$2.24M | 0.36% | 53 |
|