Lee 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160
| Closed | -$1.84K | – | 631 |
|
|
2023
Q4 | $1.84K | Hold |
160
| – | – | ﹤0.01% | 758 |
|
|
2023
Q3 | $1.75K | Buy |
+160
| New | +$1.75K | ﹤0.01% | 714 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$1.12K | – | 922 |
|
|
2022
Q4 | $1.12K | Hold |
100
| – | – | ﹤0.01% | 767 |
|
|
2022
Q3 | $1K | Sell |
100
-102
| -50% | -$1.02K | ﹤0.01% | 777 |
|
|
2022
Q2 | $2K | Buy |
202
+102
| +102% | +$1.01K | ﹤0.01% | 717 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2021
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 771 |
|