DWMG
DB Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $33.1K | Hold |
2,888
| – | – | 0.02% | 195 |
|
|
2023
Q3 | $31.6K | Hold |
2,888
| – | – | 0.02% | 187 |
|
|
2023
Q2 | $32.8K | Hold |
2,888
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $33.2K | Hold |
2,888
| – | – | 0.02% | 180 |
|
|
2022
Q4 | $32.3K | Hold |
2,888
| – | – | 0.02% | 180 |
|
|
2022
Q3 | $34K | Hold |
2,888
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $36K | Sell |
2,888
-7,778
| -73% | -$97K | 0.02% | 180 |
|
|
2022
Q1 | $145K | Sell |
10,666
-589
| -5% | -$8.01K | 0.09% | 103 |
|
|
2021
Q4 | $169K | Sell |
11,255
-14,538
| -56% | -$218K | 0.1% | 96 |
|
|
2021
Q3 | $388K | Sell |
25,793
-5,548
| -18% | -$83.5K | 0.25% | 64 |
|
|
2021
Q2 | $480K | Hold |
31,341
| – | – | 0.31% | 64 |
|
|
2021
Q1 | $470K | Sell |
31,341
-340
| -1% | -$5.1K | 0.32% | 58 |
|
|
2020
Q4 | $483K | Buy |
+31,681
| New | +$483K | 0.36% | 55 |
|