Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-35,468
| Closed | -$532K | – | 312 |
|
|
2019
Q4 | $532K | Buy |
35,468
+399
| +1% | +$5.99K | 0.09% | 185 |
|
|
2019
Q3 | $527K | Buy |
35,069
+2,800
| +9% | +$42.1K | 0.09% | 179 |
|
|
2019
Q2 | $472K | Buy |
32,269
+2,854
| +10% | +$41.7K | 0.09% | 182 |
|
|
2019
Q1 | $428K | Buy |
29,415
+7,595
| +35% | +$111K | 0.09% | 198 |
|
|
2018
Q4 | $295K | Buy |
+21,820
| New | +$295K | 0.07% | 219 |
|