Pettyjohn Wood & White’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 |
-15,955
| Closed | -$237K | – | 150 |
|
2017
Q4 | $237K | Buy |
15,955
+4,985
| +45% | +$74K | 0.09% | 136 |
|
2017
Q3 | $165K | Hold |
10,970
| – | – | 0.06% | 140 |
|
2017
Q2 | $166K | Hold |
10,970
| – | – | 0.06% | 140 |
|
2017
Q1 | $163K | Hold |
10,970
| – | – | 0.06% | 137 |
|
2016
Q4 | $156K | Buy |
+10,970
| New | +$156K | 0.06% | 136 |
|