Jamison Private Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,240
| Closed | -$15.3K | – | 388 |
|
|
2024
Q3 | $15.3K | Hold |
1,240
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $14.3K | Hold |
1,240
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $14.7K | Sell |
1,240
-15,087
| -92% | -$179K | ﹤0.01% | 312 |
|
|
2023
Q4 | $187K | Sell |
16,327
-2,420
| -13% | -$27.8K | 0.04% | 171 |
|
|
2023
Q3 | $205K | Buy |
+18,747
| New | +$205K | 0.04% | 159 |
|