DHK 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
Q2 | – | Sell |
-52,942
| Closed | -$629K | – | 90 |
|
|
2024
Q1 | $629K | Buy |
52,942
+753
| +1% | +$8.95K | 0.45% | 52 |
|
|
2023
Q4 | $599K | Buy |
52,189
+922
| +2% | +$10.6K | 0.45% | 47 |
|
|
2023
Q3 | $561K | Buy |
51,267
+809
| +2% | +$8.86K | 0.5% | 43 |
|
|
2023
Q2 | $574K | Buy |
50,458
+810
| +2% | +$9.21K | 0.49% | 46 |
|
|
2023
Q1 | $570K | Buy |
49,648
+736
| +2% | +$8.45K | 0.71% | 30 |
|
|
2022
Q4 | $547K | Buy |
48,912
+769
| +2% | +$8.6K | 0.76% | 27 |
|
|
2022
Q3 | $572K | Buy |
48,143
+903
| +2% | +$10.7K | 0.94% | 27 |
|
|
2022
Q2 | $583K | Buy |
47,240
+622
| +1% | +$7.68K | 0.56% | 32 |
|
|
2022
Q1 | $633K | Buy |
46,618
+546
| +1% | +$7.41K | 0.53% | 30 |
|
|
2021
Q4 | $691K | Buy |
+46,072
| New | +$691K | 0.65% | 26 |
|