LCM Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,900
| Closed | -$204K | – | 91 |
|
|
2023
Q2 | $204K | Hold |
17,900
| – | – | 0.17% | 81 |
|
|
2023
Q1 | $205K | Hold |
17,900
| – | – | 0.18% | 82 |
|
|
2022
Q4 | $200K | Sell |
17,900
-100
| -0.6% | -$1.12K | 0.19% | 82 |
|
|
2022
Q3 | $214K | Hold |
18,000
| – | – | 0.23% | 70 |
|
|
2022
Q2 | $222K | Sell |
18,000
-4,400
| -20% | -$54.3K | 0.22% | 72 |
|
|
2022
Q1 | $304K | Hold |
22,400
| – | – | 0.25% | 63 |
|
|
2021
Q4 | $336K | Buy |
22,400
+3,600
| +19% | +$54K | 0.26% | 61 |
|
|
2021
Q3 | $283K | Buy |
+18,800
| New | +$283K | 0.24% | 67 |
|