Curi Wealth Management’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
Q3 | – | Sell |
-4,037
| Closed | -$50K | – | 558 |
|
|
2022
Q2 | $50K | Buy |
4,037
+2
| +0% | +$25 | 0.01% | 225 |
|
|
2022
Q1 | $54K | Buy |
4,035
+1
| +0% | +$13 | 0.01% | 211 |
|
|
2021
Q4 | $60K | Buy |
+4,034
| New | +$60K | 0.01% | 180 |
|
|
2021
Q1 | – | Sell |
-4,029
| Closed | -$61K | – | 381 |
|
|
2020
Q4 | $61K | Buy |
+4,029
| New | +$61K | 0.04% | 145 |
|