Gupta Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $532K | Sell |
35,690
-1,225
| -3% | -$18.3K | 0.12% | 140 |
|
|
2015
Q4 | $552K | Sell |
36,915
-660
| -2% | -$9.87K | 0.14% | 134 |
|
|
2015
Q3 | $548K | Sell |
37,575
-250
| -0.7% | -$3.65K | 0.13% | 127 |
|
|
2015
Q2 | $550K | Hold |
37,825
| – | – | 0.14% | 135 |
|
|
2015
Q1 | $564K | Buy |
+37,825
| New | +$564K | 0.17% | 120 |
|