CPA
Clear Perspective Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-610
| Closed | -$9K | – | 358 |
|
|
2018
Q2 | $9K | Hold |
610
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $9K | Buy |
610
+198
| +48% | +$2.92K | 0.01% | 365 |
|
|
2017
Q4 | $6K | Hold |
412
| – | – | ﹤0.01% | 380 |
|
|
2017
Q3 | $6K | Hold |
412
| – | – | ﹤0.01% | 381 |
|
|
2017
Q2 | $6K | Hold |
412
| – | – | 0.01% | 383 |
|
|
2017
Q1 | $6K | Sell |
412
-45
| -10% | -$655 | ﹤0.01% | 343 |
|
|
2016
Q4 | $7K | Buy |
+457
| New | +$7K | ﹤0.01% | 333 |
|