Insight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,278
| Closed | -$265K | – | 61 |
|
|
2022
Q3 | $265K | Hold |
22,278
| – | – | 0.25% | 47 |
|
|
2022
Q2 | $275K | Hold |
22,278
| – | – | 0.21% | 47 |
|
|
2022
Q1 | $302K | Hold |
22,278
| – | – | 0.17% | 57 |
|
|
2021
Q4 | $334K | Hold |
22,278
| – | – | 0.06% | 58 |
|
|
2021
Q3 | $335K | Hold |
22,278
| – | – | 0.18% | 44 |
|
|
2021
Q2 | $341K | Hold |
22,278
| – | – | 0.18% | 43 |
|
|
2021
Q1 | $334K | Hold |
22,278
| – | – | 0.16% | 41 |
|
|
2020
Q4 | $340K | Hold |
22,278
| – | – | 0.21% | 42 |
|
|
2020
Q3 | $328K | Hold |
22,278
| – | – | 0.31% | 39 |
|
|
2020
Q2 | $315K | Hold |
22,278
| – | – | 0.32% | 30 |
|
|
2020
Q1 | $293K | Hold |
22,278
| – | – | 0.38% | 30 |
|
|
2019
Q4 | $334K | Buy |
+22,278
| New | +$334K | 0.33% | 34 |
|