MWA
MFA Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-21,432
| Closed | -$317K | – | 64 |
|
|
2021
Q1 | $317K | Buy |
21,432
+3,242
| +18% | +$48K | 0.15% | 52 |
|
|
2020
Q4 | $278K | Buy |
18,190
+2,909
| +19% | +$44.5K | 0.25% | 36 |
|
|
2020
Q3 | $225K | Buy |
15,281
+2,941
| +24% | +$43.3K | 0.24% | 35 |
|
|
2020
Q2 | $174K | Buy |
+12,340
| New | +$174K | 0.11% | 44 |
|
|
2019
Q1 | – | Sell |
-171,736
| Closed | -$2.31M | – | 58 |
|
|
2018
Q4 | $2.31M | Buy |
171,736
+4,535
| +3% | +$61K | 2.31% | 13 |
|
|
2018
Q3 | $2.34M | Buy |
167,201
+5,158
| +3% | +$72.3K | 1.75% | 18 |
|
|
2018
Q2 | $2.35M | Buy |
162,043
+5,588
| +4% | +$80.9K | 1.54% | 16 |
|
|
2018
Q1 | $2.25M | Buy |
156,455
+11,794
| +8% | +$170K | 1.7% | 15 |
|
|
2017
Q4 | $2.08M | Buy |
+144,661
| New | +$2.08M | 1.41% | 20 |
|