JBJ Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,620
| Closed | -$363K | – | 49 |
|
|
2020
Q1 | $363K | Sell |
27,620
-1,267,800
| -98% | -$16.7M | 0.13% | 31 |
|
|
2019
Q4 | $19.4M | Buy |
1,295,420
+68,103
| +6% | +$1.02M | 5.97% | 6 |
|
|
2019
Q3 | $18.4M | Buy |
1,227,317
+90,455
| +8% | +$1.36M | 6.2% | 6 |
|
|
2019
Q2 | $16.6M | Buy |
1,136,862
+203,473
| +22% | +$2.98M | 6.02% | 6 |
|
|
2019
Q1 | $13.5M | Buy |
+933,389
| New | +$13.5M | 5.16% | 5 |
|