Insight Wealth Strategies’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-26,082
| Closed | -$391K | – | 222 |
|
|
2021
Q1 | $391K | Sell |
26,082
-1,778
| -6% | -$26.7K | 0.05% | 155 |
|
|
2020
Q4 | $425K | Sell |
27,860
-3,474
| -11% | -$53K | 0.07% | 125 |
|
|
2020
Q3 | $462K | Sell |
31,334
-1,473
| -4% | -$21.7K | 0.09% | 109 |
|
|
2020
Q2 | $463K | Buy |
32,807
+886
| +3% | +$12.5K | 0.1% | 91 |
|
|
2020
Q1 | $420K | Buy |
31,921
+3,163
| +11% | +$41.6K | 0.11% | 88 |
|
|
2019
Q4 | $432K | Buy |
28,758
+9,778
| +52% | +$147K | 0.09% | 142 |
|
|
2019
Q3 | $285K | Buy |
18,980
+8,814
| +87% | +$132K | 0.07% | 156 |
|
|
2019
Q2 | $149K | Buy |
+10,166
| New | +$149K | 0.04% | 157 |
|