FinTrust Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $151K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $171K | Sell |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $943K | Hold |
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|
2023
Q1 | $943K | Hold |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $4.22M | Sell |
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|
2021
Q3 | $4.41M | Sell |
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|
2021
Q2 | $4.7M | Sell |
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|
2021
Q1 | $4.75M | Sell |
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|
2020
Q4 | $4.91M | Sell |
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|
2020
Q3 | $5.02K | Sell |
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|
2020
Q2 | $5.09M | Sell |
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|
2020
Q1 | $5.07M | Sell |
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|
2019
Q4 | $6.33M | Buy |
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|
2019
Q3 | $4.83M | Buy |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $2.14M | Buy |
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|
2018
Q4 | $817K | Buy |
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