Domani Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,031
| Closed | -$229K | – | 121 |
|
|
2016
Q2 | $229K | Sell |
15,031
-59,298
| -80% | -$903K | 0.09% | 100 |
|
|
2016
Q1 | $1.11M | Sell |
74,329
-18,351
| -20% | -$274K | 0.42% | 46 |
|
|
2015
Q4 | $1.39M | Sell |
92,680
-1,625
| -2% | -$24.3K | 0.54% | 37 |
|
|
2015
Q3 | $1.38M | Sell |
94,305
-947
| -1% | -$13.8K | 0.75% | 25 |
|
|
2015
Q2 | $1.38M | Buy |
95,252
+93,767
| +6,314% | +$1.36M | 0.75% | 29 |
|
|
2015
Q1 | $99.6K | Buy |
+1,485
| New | +$99.6K | 1.5% | 12 |
|