EPA
Element Pointe Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-114,914
| Closed | -$1.72M | – | 104 |
|
|
2021
Q4 | $1.72M | Sell |
114,914
-6,021
| -5% | -$90.3K | 0.53% | 35 |
|
|
2021
Q3 | $1.82M | Sell |
120,935
-11,089
| -8% | -$167K | 0.61% | 27 |
|
|
2021
Q2 | $2M | Sell |
132,024
-19,230
| -13% | -$291K | 0.61% | 31 |
|
|
2021
Q1 | $2.27M | Buy |
151,254
+10,430
| +7% | +$156K | 0.76% | 19 |
|
|
2020
Q4 | $2.15M | Buy |
140,824
+31,859
| +29% | +$486K | 0.8% | 18 |
|
|
2020
Q3 | $1.61M | Buy |
+108,965
| New | +$1.61M | 0.72% | 18 |
|