First Personal Financial Services’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
Q3 | $1.06K | Hold |
86
| – | – | ﹤0.01% | 362 |
|
2024
Q2 | $994 | Hold |
86
| – | – | ﹤0.01% | 342 |
|
2024
Q1 | $1.02K | Buy |
+86
| New | +$1.02K | ﹤0.01% | 345 |
|
2022
Q4 | – | Sell |
-53
| Closed | -$1K | – | 423 |
|
2022
Q3 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 421 |
|
2016
Q2 | – | Sell |
-107
| Closed | -$2K | – | 829 |
|
2016
Q1 | $2K | Sell |
107
-1,318
| -92% | -$24.6K | ﹤0.01% | 305 |
|
2015
Q4 | $21K | Buy |
+1,425
| New | +$21K | 0.01% | 240 |
|