MA Private Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,148
| Closed | -$182K | – | 90 |
|
|
2019
Q3 | $182K | Sell |
12,148
-2,566
| -17% | -$38.4K | 0.05% | 83 |
|
|
2019
Q2 | $215K | Sell |
14,714
-12,173
| -45% | -$178K | 0.06% | 84 |
|
|
2019
Q1 | $390K | Sell |
26,887
-23,825
| -47% | -$346K | 0.12% | 66 |
|
|
2018
Q4 | $683K | Buy |
+50,712
| New | +$683K | 0.26% | 53 |
|