DHJJ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-999
| Closed | -$12.3K | – | 908 |
|
|
2024
Q3 | $12.3K | Hold |
999
| – | – | ﹤0.01% | 472 |
|
|
2024
Q2 | $11.5K | Sell |
999
-1,301
| -57% | -$15K | ﹤0.01% | 441 |
|
|
2024
Q1 | $27.3K | Sell |
2,300
-2,645
| -53% | -$31.4K | 0.01% | 336 |
|
|
2023
Q4 | $56.7K | Sell |
4,945
-250
| -5% | -$2.87K | 0.03% | 241 |
|
|
2023
Q3 | $56.9K | Buy |
+5,195
| New | +$56.9K | 0.03% | 228 |
|
|
2022
Q2 | – | Sell |
-15,945
| Closed | -$215K | – | 135 |
|
|
2022
Q1 | $215K | Sell |
15,945
-1,350
| -8% | -$18.2K | 0.1% | 131 |
|
|
2021
Q4 | $259K | Sell |
17,295
-300
| -2% | -$4.49K | 0.12% | 116 |
|
|
2021
Q3 | $264K | Hold |
17,595
| – | – | 0.14% | 107 |
|
|
2021
Q2 | $270K | Buy |
17,595
+750
| +4% | +$11.5K | 0.14% | 102 |
|
|
2021
Q1 | $253K | Sell |
16,845
-500
| -3% | -$7.51K | 0.15% | 95 |
|
|
2020
Q4 | $265K | Buy |
+17,345
| New | +$265K | 0.17% | 88 |
|