Clarus Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,372
| Closed | -$49K | – | 439 |
|
|
2019
Q2 | $49K | Hold |
3,372
| – | – | 0.04% | 271 |
|
|
2019
Q1 | $49K | Buy |
3,372
+279
| +9% | +$4.05K | 0.04% | 297 |
|
|
2018
Q4 | $42K | Hold |
3,093
| – | – | 0.07% | 284 |
|
|
2018
Q3 | $44K | Buy |
3,093
+125
| +4% | +$1.78K | 0.03% | 319 |
|
|
2018
Q2 | $43K | Buy |
+2,968
| New | +$43K | 0.03% | 308 |
|