Oak Family 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
Q1 | – | Sell |
-15,250
| Closed | -$229K | – | 153 |
|
|
2021
Q4 | $229K | Hold |
15,250
| – | – | 0.09% | 143 |
|
|
2021
Q3 | $229K | Sell |
15,250
-23,100
| -60% | -$347K | 0.08% | 132 |
|
|
2021
Q2 | $588K | Buy |
38,350
+700
| +2% | +$10.7K | 0.25% | 57 |
|
|
2021
Q1 | $565K | Buy |
37,650
+325
| +0.9% | +$4.88K | 0.25% | 56 |
|
|
2020
Q4 | $570K | Buy |
+37,325
| New | +$570K | 0.3% | 56 |
|