Partnervest Advisory Services’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 | $183K | Sell |
12,444
-18,982
| -60% | -$279K | 0.06% | 237 |
|
|
2020
Q2 | $444K | Sell |
31,426
-9,011
| -22% | -$127K | 0.17% | 103 |
|
|
2020
Q1 | $532K | Buy |
40,437
+18,041
| +81% | +$237K | 0.24% | 78 |
|
|
2019
Q4 | $336K | Buy |
22,396
+10,670
| +91% | +$160K | 0.12% | 126 |
|
|
2019
Q3 | $176K | Sell |
11,726
-3,682
| -24% | -$55.3K | 0.06% | 222 |
|
|
2019
Q2 | $225K | Buy |
+15,408
| New | +$225K | 0.09% | 188 |
|