Kades & Cheifetz’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 | $2.78M | Sell |
241,109
-24,370
| -9% | -$281K | 1.42% | 21 |
|
|
2024
Q3 | $3.28M | Buy |
265,479
+4,649
| +2% | +$57.4K | 1.88% | 16 |
|
|
2024
Q2 | $3.01M | Sell |
260,830
-13,016
| -5% | -$150K | 1.89% | 15 |
|
|
2024
Q1 | $3.25M | Sell |
273,846
-1,835
| -0.7% | -$21.8K | 2.08% | 15 |
|
|
2023
Q4 | $3.16M | Buy |
275,681
+98,757
| +56% | +$1.13M | 2.24% | 14 |
|
|
2023
Q3 | $1.94M | Buy |
176,924
+63,924
| +57% | +$700K | 1.53% | 18 |
|
|
2023
Q2 | $1.28M | Buy |
113,000
+12,808
| +13% | +$146K | 0.99% | 28 |
|
|
2023
Q1 | $1.15M | Buy |
100,192
+1,868
| +2% | +$21.4K | 0.91% | 29 |
|
|
2022
Q4 | $1.1M | Buy |
+98,324
| New | +$1.1M | 0.92% | 28 |
|