Clearview Wealth Advisors’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
Q3 | – | Sell |
-1,070
| Closed | -$12.2K | – | 473 |
|
|
2023
Q2 | $12.2K | Sell |
1,070
-270
| -20% | -$3.07K | 0.01% | 339 |
|
|
2023
Q1 | $15.4K | Sell |
1,340
-850
| -39% | -$9.76K | 0.02% | 309 |
|
|
2022
Q4 | $24.5K | Sell |
2,190
-3,110
| -59% | -$34.8K | 0.02% | 225 |
|
|
2022
Q3 | $63K | Sell |
5,300
-600
| -10% | -$7.13K | 0.05% | 152 |
|
|
2022
Q2 | $73K | Hold |
5,900
| – | – | 0.05% | 150 |
|
|
2022
Q1 | $80K | Sell |
5,900
-8,476
| -59% | -$115K | 0.05% | 161 |
|
|
2021
Q4 | $216K | Sell |
14,376
-2,500
| -15% | -$37.6K | 0.13% | 107 |
|
|
2021
Q3 | $254K | Sell |
16,876
-324
| -2% | -$4.88K | 0.16% | 104 |
|
|
2021
Q2 | $264K | Sell |
17,200
-130
| -0.8% | -$2K | 0.16% | 101 |
|
|
2021
Q1 | $260K | Sell |
17,330
-95,280
| -85% | -$1.43M | 0.17% | 100 |
|
|
2020
Q4 | $1.72M | Buy |
+112,610
| New | +$1.72M | 1.15% | 19 |
|