LWP
Legacy Wealth Planning’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $372K | Buy |
31,277
+3,221
| +11% | +$38.3K | 0.62% | 38 |
|
|
2022
Q2 | $346K | Buy |
28,056
+6,521
| +30% | +$80.4K | 0.5% | 46 |
|
|
2022
Q1 | $292K | Buy |
21,535
+3,943
| +22% | +$53.5K | 0.34% | 60 |
|
|
2021
Q4 | $264K | Sell |
17,592
-1,453
| -8% | -$21.8K | 0.3% | 68 |
|
|
2021
Q3 | $286K | Sell |
19,045
-1,279
| -6% | -$19.2K | 0.32% | 67 |
|
|
2021
Q2 | $311K | Sell |
20,324
-649
| -3% | -$9.93K | 0.35% | 61 |
|
|
2021
Q1 | $315K | Sell |
20,973
-2,199
| -9% | -$33K | 0.4% | 58 |
|
|
2020
Q4 | $354K | Sell |
23,172
-63,152
| -73% | -$965K | 0.45% | 46 |
|
|
2020
Q3 | $1.27M | Sell |
86,324
-593
| -0.7% | -$8.74K | 1.45% | 14 |
|
|
2020
Q2 | $1.23M | Sell |
86,917
-12,180
| -12% | -$172K | 1.46% | 13 |
|
|
2020
Q1 | $1.3M | Buy |
99,097
+13,077
| +15% | +$172K | 2.09% | 9 |
|
|
2019
Q4 | $1.29M | Buy |
+86,020
| New | +$1.29M | 1.46% | 15 |
|