Freestone Capital Holdings’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,404
| Closed | -$36.7K | – | 910 |
|
|
2020
Q4 | $36.7K | Hold |
2,404
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $35.4K | Buy |
+2,404
| New | +$35.4K | ﹤0.01% | 542 |
|
|
2017
Q4 | – | Sell |
-15,077
| Closed | -$227K | – | 342 |
|
|
2017
Q3 | $227K | Buy |
15,077
+2,017
| +15% | +$30.4K | 0.02% | 308 |
|
|
2017
Q2 | $197K | Buy |
+13,060
| New | +$197K | 0.02% | 308 |
|