Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-120,182
| Closed | -$1.8M | – | 131 |
|
|
2021
Q4 | $1.8M | Sell |
120,182
-155,717
| -56% | -$2.34M | 0.73% | 38 |
|
|
2021
Q3 | $4.15M | Sell |
275,899
-1,180
| -0.4% | -$17.7K | 1.8% | 17 |
|
|
2021
Q2 | $4.25M | Buy |
+277,079
| New | +$4.25M | 1.94% | 17 |
|
|
2021
Q1 | – | Sell |
-161,034
| Closed | -$2.46M | – | 73 |
|
|
2020
Q4 | $2.46M | Buy |
161,034
+551
| +0.3% | +$8.41K | 1.58% | 21 |
|
|
2020
Q3 | $2.36M | Buy |
+160,483
| New | +$2.36M | 1.66% | 20 |
|
|
2020
Q2 | – | Sell |
-27,688
| Closed | -$364K | – | 59 |
|
|
2020
Q1 | $364K | Buy |
+27,688
| New | +$364K | 0.3% | 43 |
|
|
2019
Q3 | – | Sell |
-10,162
| Closed | -$149K | – | 63 |
|
|
2019
Q2 | $149K | Buy |
+10,162
| New | +$149K | 0.12% | 48 |
|