LGT Financial Advisors’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
Q2 | – | Sell |
-1,634
| Closed | -$19.4K | – | 846 |
|
|
2024
Q1 | $19.4K | Hold |
1,634
| – | – | 0.02% | 365 |
|
|
2023
Q4 | $18.7K | Hold |
1,634
| – | – | 0.02% | 363 |
|
|
2023
Q3 | $17.9K | Buy |
+1,634
| New | +$17.9K | 0.02% | 367 |
|
|
2023
Q1 | – | Sell |
-2,434
| Closed | -$27.2K | – | 165 |
|
|
2022
Q4 | $27.2K | Buy |
+2,434
| New | +$27.2K | 0.03% | 146 |
|