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 |
|