Heritage Wealth Management (Arizona)’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $157K | Buy |
14,000
+7,000
| +100% | +$78.3K | 0.02% | 358 |
|
|
2022
Q3 | $83K | Sell |
7,000
-3,000
| -30% | -$35.6K | 0.03% | 345 |
|
|
2022
Q2 | $123K | Sell |
10,000
-3,000
| -23% | -$37K | 0.04% | 308 |
|
|
2022
Q1 | $176K | Buy |
+13,000
| New | +$176K | 0.05% | 291 |
|
|
2021
Q3 | $195K | Sell |
13,000
-1,000
| -7% | -$15K | 0.07% | 222 |
|
|
2021
Q2 | $214K | Buy |
+14,000
| New | +$214K | 0.08% | 214 |
|