Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $49K | Hold |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $53K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $1.79M | Buy |
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|
2017
Q4 | $198K | Buy |
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