Greenwood Capital Associates’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $200K | Sell |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $180K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $918K | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.25M | Buy |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $945K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $975K | Buy |
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|
2017
Q4 | $929K | Sell |
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|
2017
Q3 | $3.76M | Buy |
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|
2017
Q2 | $3.61M | Buy |
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|
2017
Q1 | $1.1M | Buy |
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|
2016
Q4 | $1.01M | Sell |
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|
2016
Q3 | $3.72M | Buy |
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|
2016
Q2 | $2.32M | Buy |
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|
2016
Q1 | $1.93M | Buy |
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|
2015
Q4 | $1.45M | Buy |
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|
2015
Q3 | $1.28M | Buy |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $707K | Buy |
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|
2014
Q4 | $600K | Buy |
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|
2014
Q3 | $415K | Buy |
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|
2014
Q2 | $204K | Buy |
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