Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,907
| Closed | -$154K | – | 289 |
|
|
2020
Q2 | $154K | Sell |
10,907
-43,196
| -80% | -$610K | 0.01% | 245 |
|
|
2020
Q1 | $712K | Buy |
+54,103
| New | +$712K | 0.07% | 129 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$44K | – | 572 |
|
|
2018
Q1 | $44K | Hold |
3,000
| – | – | 0.01% | 326 |
|
|
2017
Q4 | $45K | Buy |
+3,000
| New | +$45K | 0.01% | 272 |
|