JSF Financial’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
Q1 | – | Sell |
-12,050
| Closed | -$181K | – | 137 |
|
|
2021
Q4 | $181K | Buy |
12,050
+2,046
| +20% | +$30.7K | 0.09% | 110 |
|
|
2021
Q3 | $150K | Sell |
10,004
-33,198
| -77% | -$498K | 0.07% | 105 |
|
|
2021
Q2 | $662K | Buy |
43,202
+1,103
| +3% | +$16.9K | 0.39% | 34 |
|
|
2021
Q1 | $631K | Buy |
42,099
+13,056
| +45% | +$196K | 0.4% | 30 |
|
|
2020
Q4 | $443K | Buy |
29,043
+382
| +1% | +$5.83K | 0.31% | 37 |
|
|
2020
Q3 | $422K | Sell |
28,661
-6,273
| -18% | -$92.4K | 0.33% | 36 |
|
|
2020
Q2 | $493K | Sell |
34,934
-37,948
| -52% | -$536K | 0.43% | 33 |
|
|
2020
Q1 | $959K | Buy |
+72,882
| New | +$959K | 0.97% | 19 |
|