Legacy Wealth Planning’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $264K | Sell |
|
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $1.27M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.29M | Buy |
|