Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $121K | Buy |
|
|||||
|
2021
Q3 | $120K | Buy |
|
|||||
|
2021
Q2 | $118K | Sell |
|
|||||
|
2021
Q1 | $181K | Sell |
|
|||||
|
2020
Q4 | $193K | Buy |
|
|||||
|
2020
Q3 | $154K | Sell |
|
|||||
|
2020
Q2 | $151K | Buy |
|
|||||
|
2020
Q1 | $112K | Sell |
|
|||||
|
2019
Q4 | $142K | Buy |
|
|||||
|
2019
Q3 | $138K | Sell |
|
|||||
|
2019
Q2 | $137K | Buy |
|
|||||
|
2019
Q1 | $15K | Sell |
|
|||||
|
2018
Q4 | $145K | Buy |
|
|||||
|
2018
Q3 | $16K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $663K | Buy |
|
|||||
|
2017
Q2 | $576K | Sell |
|
|||||
|
2017
Q1 | $575K | Sell |
|
|||||
|
2016
Q4 | $756K | Buy |
|
|||||
|
2016
Q3 | $745K | Buy |
|
|||||
|
2016
Q2 | $406K | Buy |
|
|||||
|
2016
Q1 | $317K | Buy |
|
|||||
|
2015
Q4 | $245K | Sell |
|
|||||
|
2015
Q3 | $341K | Buy |
|
|||||
|
2015
Q2 | $292K | Buy |
|
|||||
|
2015
Q1 | $273K | Hold |
|
|||||
|
2014
Q4 | $269K | Sell |
|
|||||
|
2014
Q3 | $423K | Buy |
|
|||||
|
2014
Q2 | $68K | Buy |
|