Patten Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-65
| Closed | -$1K | – | 595 |
|
|
2017
Q4 | $1K | Sell |
65
-75
| -54% | -$1.15K | ﹤0.01% | 601 |
|
|
2017
Q3 | $2K | Hold |
140
| – | – | ﹤0.01% | 587 |
|
|
2017
Q2 | $2K | Hold |
140
| – | – | ﹤0.01% | 606 |
|
|
2017
Q1 | $2K | Hold |
140
| – | – | ﹤0.01% | 597 |
|
|
2016
Q4 | $2K | Hold |
140
| – | – | ﹤0.01% | 571 |
|
|
2016
Q3 | $2.09K | Buy |
+140
| New | +$2.09K | ﹤0.01% | 583 |
|