Laurel Wealth Advisors (California)’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
Q4 | $260K | Sell |
23,272
-3,078
| -12% | -$34.4K | 0.03% | 551 |
|
|
2022
Q3 | $313K | Buy |
26,350
+356
| +1% | +$4.23K | 0.03% | 474 |
|
|
2022
Q2 | $321K | Sell |
25,994
-1,574
| -6% | -$19.4K | 0.03% | 473 |
|
|
2022
Q1 | $375K | Sell |
27,568
-133
| -0.5% | -$1.81K | 0.03% | 509 |
|
|
2021
Q4 | $415K | Buy |
+27,701
| New | +$415K | 0.03% | 512 |
|
|
2021
Q3 | – | Sell |
-59,467
| Closed | -$911K | – | 493 |
|
|
2021
Q2 | $911K | Sell |
59,467
-169
| -0.3% | -$2.59K | 0.12% | 188 |
|
|
2021
Q1 | $894K | Sell |
59,636
-89,577
| -60% | -$1.34M | 0.14% | 170 |
|
|
2020
Q4 | $2.28M | Buy |
149,213
+6,823
| +5% | +$104K | 0.33% | 66 |
|
|
2020
Q3 | $2.1M | Buy |
142,390
+29,990
| +27% | +$442K | 0.35% | 62 |
|
|
2020
Q2 | $1.59M | Buy |
112,400
+19,685
| +21% | +$278K | 0.29% | 87 |
|
|
2020
Q1 | $1.22M | Buy |
92,715
+75,834
| +449% | +$998K | 0.28% | 98 |
|
|
2019
Q4 | $253K | Buy |
+16,881
| New | +$253K | 0.04% | 377 |
|