Freedman Financial Associates’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
Q2 | – | Sell |
-800
| Closed | -$11K | – | 324 |
|
|
2022
Q1 | $11K | Hold |
800
| – | – | 0.01% | 351 |
|
|
2021
Q4 | $12K | Sell |
800
-6,521
| -89% | -$97.8K | 0.01% | 329 |
|
|
2021
Q3 | $110K | Hold |
7,321
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $112K | Buy |
7,321
+6,521
| +815% | +$99.8K | 0.08% | 100 |
|
|
2021
Q1 | $12K | Hold |
800
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $12K | Buy |
+800
| New | +$12K | 0.01% | 338 |
|