Founders Financial Securities’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,984
Closed -$285K 274
2021
Q4
$285K Sell
18,984
-18,196
-49% -$273K 0.05% 216
2021
Q3
$559K Buy
37,180
+2,650
+8% +$39.8K 0.11% 156
2021
Q2
$529K Buy
+34,530
New +$529K 0.11% 170
2021
Q1
Sell
-33,483
Closed -$511K 264
2020
Q4
$511K Buy
33,483
+18
+0.1% +$275 0.12% 125
2020
Q3
$493K Buy
+33,465
New +$493K 0.16% 91