MBA 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-23,735
| Closed | -$322K | – | 146 |
|
2022
Q1 | $322K | Sell |
23,735
-1,200
| -5% | -$16.3K | 0.2% | 105 |
|
2021
Q4 | $374K | Hold |
24,935
| – | – | 0.23% | 99 |
|
2021
Q3 | $375K | Hold |
24,935
| – | – | 0.28% | 88 |
|
2021
Q2 | $382 | Buy |
24,935
+8,500
| +52% | +$130 | 0.18% | 89 |
|
2021
Q1 | $247 | Buy |
+16,435
| New | +$247 | 0.14% | 115 |
|