Peak Capital Management’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
Q1 | $2.19M | Sell |
166,239
-114,374
| -41% | -$1.51M | 2.34% | 16 |
|
|
2019
Q4 | $4.25M | Sell |
280,613
-148,533
| -35% | -$2.25M | 3.45% | 12 |
|
|
2019
Q3 | $6.45M | Sell |
429,146
-4,119
| -1% | -$61.9K | 4.32% | 9 |
|
|
2019
Q2 | $6.43M | Buy |
433,265
+189,390
| +78% | +$2.81M | 4.38% | 8 |
|
|
2019
Q1 | $3.54M | Buy |
243,875
+148,297
| +155% | +$2.15M | 2.42% | 16 |
|
|
2018
Q4 | $1.29M | Sell |
95,578
-1,157
| -1% | -$15.6K | 0.92% | 24 |
|
|
2018
Q3 | $1.36M | Sell |
96,735
-31,631
| -25% | -$444K | 1% | 24 |
|
|
2018
Q2 | $1.87M | Buy |
128,366
+18,874
| +17% | +$275K | 1.13% | 25 |
|
|
2018
Q1 | $1.6M | Sell |
109,492
-8,397
| -7% | -$123K | 1.24% | 22 |
|
|
2017
Q4 | $1.77M | Hold |
117,889
| – | – | 1.21% | 21 |
|
|
2017
Q3 | $1.77M | Buy |
117,889
+25,474
| +28% | +$383K | 1.18% | 21 |
|
|
2017
Q2 | $1.4M | Buy |
+92,415
| New | +$1.4M | 0.78% | 28 |
|