Continuum Advisory’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,785
| Closed | -$211K | – | 303 |
|
|
2021
Q2 | $211K | Buy |
+13,785
| New | +$211K | 0.07% | 257 |
|
|
2018
Q1 | – | Sell |
-10,478
| Closed | -$156K | – | 166 |
|
|
2017
Q4 | $156K | Sell |
10,478
-393
| -4% | -$5.85K | 0.12% | 168 |
|
|
2017
Q3 | $163K | Buy |
10,871
+510
| +5% | +$7.65K | 0.14% | 149 |
|
|
2017
Q2 | $157K | Buy |
+10,361
| New | +$157K | 0.16% | 138 |
|