GYL Financial Synergies’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.49M | Sell |
201,771
-865
| -0.4% | -$10.7K | 0.19% | 108 |
|
|
2024
Q2 | $2.34M | Sell |
202,636
-10,067
| -5% | -$116K | 0.18% | 107 |
|
|
2024
Q1 | $2.53M | Sell |
212,703
-114,811
| -35% | -$1.36M | 0.2% | 106 |
|
|
2023
Q4 | $3.76M | Buy |
327,514
+70,457
| +27% | +$808K | 0.31% | 82 |
|
|
2023
Q3 | $2.81M | Buy |
257,057
+15,844
| +7% | +$173K | 0.27% | 89 |
|
|
2023
Q2 | $2.74M | Sell |
241,213
-38,656
| -14% | -$440K | 0.25% | 91 |
|
|
2023
Q1 | $3.21M | Sell |
279,869
-291,661
| -51% | -$3.35M | 0.39% | 60 |
|
|
2022
Q4 | $6.39M | Buy |
571,530
+376,980
| +194% | +$4.21M | 1.38% | 22 |
|
|
2022
Q3 | $2.31M | Buy |
194,550
+152,362
| +361% | +$1.81M | 0.63% | 25 |
|
|
2022
Q2 | $521K | Buy |
42,188
+25,926
| +159% | +$320K | 0.14% | 98 |
|
|
2022
Q1 | $221K | Buy |
+16,262
| New | +$221K | 0.05% | 192 |
|