Hefty Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $88K | Hold |
6,033
| – | – | 0.06% | 113 |
|
|
2017
Q4 | $90K | Hold |
6,033
| – | – | 0.06% | 109 |
|
|
2017
Q3 | $91K | Buy |
6,033
+1
| +0% | +$15 | 0.06% | 104 |
|
|
2017
Q2 | $91K | Buy |
6,032
+56
| +0.9% | +$845 | 0.06% | 100 |
|
|
2017
Q1 | $88K | Buy |
5,976
+84
| +1% | +$1.24K | 0.06% | 99 |
|
|
2016
Q4 | $83K | Buy |
5,892
+85
| +1% | +$1.2K | 0.07% | 89 |
|
|
2016
Q3 | $87K | Buy |
5,807
+79
| +1% | +$1.18K | 0.07% | 97 |
|
|
2016
Q2 | $87K | Buy |
5,728
+82
| +1% | +$1.25K | 0.07% | 93 |
|
|
2016
Q1 | $84K | Buy |
5,646
+81
| +1% | +$1.21K | 0.08% | 93 |
|
|
2015
Q4 | $83K | Buy |
+5,565
| New | +$83K | 0.08% | 95 |
|