PSIWM
Paradigm Strategies in Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-51,874
| Closed | -$568K | – | 48 |
|
|
2023
Q3 | $568K | Buy |
51,874
+92
| +0.2% | +$1.01K | 0.36% | 25 |
|
|
2023
Q2 | $589K | Buy |
51,782
+91
| +0.2% | +$1.04K | 0.4% | 20 |
|
|
2023
Q1 | $593K | Buy |
51,691
+12,893
| +33% | +$148K | 0.47% | 18 |
|
|
2022
Q4 | $434K | Buy |
38,798
+17,540
| +83% | +$196K | 0.39% | 22 |
|
|
2022
Q3 | $253K | Buy |
+21,258
| New | +$253K | 0.23% | 34 |
|
|
2022
Q2 | – | Sell |
-10,810
| Closed | -$147K | – | 45 |
|
|
2022
Q1 | $147K | Buy |
10,810
+62
| +0.6% | +$843 | 0.15% | 46 |
|
|
2021
Q4 | $161K | Sell |
10,748
-14,471
| -57% | -$217K | 0.16% | 49 |
|
|
2021
Q3 | $379K | Sell |
25,219
-2,079
| -8% | -$31.2K | 0.36% | 31 |
|
|
2021
Q2 | $418K | Sell |
27,298
-73,521
| -73% | -$1.13M | 0.38% | 28 |
|
|
2021
Q1 | $1.51M | Buy |
+100,819
| New | +$1.51M | 1.46% | 16 |
|