JFS Wealth Advisors’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
Q4 | – | Sell |
-108
| Closed | -$2K | – | 614 |
|
|
2020
Q3 | $2K | Buy |
+108
| New | +$2K | ﹤0.01% | 517 |
|
|
2018
Q1 | – | Sell |
-23
| Closed | – | – | 564 |
|
|
2017
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 553 |
|
|
2015
Q3 | – | Sell |
-345
| Closed | -$5K | – | 546 |
|
|
2015
Q2 | $5K | Buy |
+345
| New | +$5K | ﹤0.01% | 408 |
|