Gofen & Glossberg’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-16,425
| Closed | -$240K | – | 455 |
|
|
2014
Q2 | $240K | Hold |
16,425
| – | – | 0.01% | 391 |
|
|
2014
Q1 | $231K | Hold |
16,425
| – | – | 0.01% | 382 |
|
|
2013
Q4 | $221K | Hold |
16,425
| – | – | 0.01% | 385 |
|
|
2013
Q3 | $225K | Sell |
16,425
-5,825
| -26% | -$79.8K | 0.01% | 365 |
|
|
2013
Q2 | $318K | Buy |
+22,250
| New | +$318K | 0.02% | 299 |
|