Hedeker Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,164
| Closed | -$167K | – | 93 |
|
|
2021
Q3 | $167K | Buy |
+11,164
| New | +$167K | 0.05% | 89 |
|
|
2016
Q3 | – | Sell |
-34,406
| Closed | -$524K | – | 178 |
|
|
2016
Q2 | $524K | Sell |
34,406
-125,080
| -78% | -$1.9M | 0.46% | 80 |
|
|
2016
Q1 | $2.38M | Buy |
+159,486
| New | +$2.38M | 2.23% | 14 |
|