GPA
Guidance Point Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,075
| Closed | -$274K | – | 85 |
|
|
2022
Q3 | $274K | Buy |
23,075
+140
| +0.6% | +$1.66K | 0.13% | 69 |
|
|
2022
Q2 | $283K | Sell |
22,935
-437
| -2% | -$5.39K | 0.12% | 69 |
|
|
2022
Q1 | $317K | Buy |
23,372
+3,414
| +17% | +$46.3K | 0.12% | 69 |
|
|
2021
Q4 | $299K | Buy |
19,958
+1,755
| +10% | +$26.3K | 0.11% | 69 |
|
|
2021
Q3 | $273K | Buy |
18,203
+957
| +6% | +$14.4K | 0.1% | 72 |
|
|
2021
Q2 | $264K | Buy |
17,246
+97
| +0.6% | +$1.49K | 0.1% | 78 |
|
|
2021
Q1 | $257K | Buy |
17,149
+97
| +0.6% | +$1.45K | 0.11% | 78 |
|
|
2020
Q4 | $260K | Buy |
17,052
+700
| +4% | +$10.7K | 0.12% | 72 |
|
|
2020
Q3 | $240K | Sell |
16,352
-5,184
| -24% | -$76.1K | 0.13% | 65 |
|
|
2020
Q2 | $304K | Buy |
21,536
+113
| +0.5% | +$1.6K | 0.17% | 59 |
|
|
2020
Q1 | $281K | Sell |
21,423
-9,929
| -32% | -$130K | 0.18% | 53 |
|
|
2019
Q4 | $470K | Buy |
+31,352
| New | +$470K | 0.23% | 46 |
|