Piershale Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-68,370
| Closed | -$1M | – | 19 |
|
|
2019
Q2 | $1M | Buy |
+68,370
| New | +$1M | 0.57% | 10 |
|
|
2018
Q4 | – | Sell |
-98,935
| Closed | -$1.42M | – | 27 |
|
|
2018
Q3 | $1.42M | Buy |
+98,935
| New | +$1.42M | 0.69% | 11 |
|
|
2017
Q4 | – | Sell |
-494,477
| Closed | -$7.43M | – | 24 |
|
|
2017
Q3 | $7.43M | Buy |
+494,477
| New | +$7.43M | 4.21% | 12 |
|
|
2016
Q4 | – | Sell |
-453
| Closed | -$7K | – | 105 |
|
|
2016
Q3 | $7K | Sell |
453
-638
| -58% | -$9.86K | 0.01% | 108 |
|
|
2016
Q2 | $17K | Sell |
1,091
-1,938,786
| -100% | -$30.2M | 0.01% | 74 |
|
|
2016
Q1 | $28.9M | Buy |
1,939,877
+1,939,665
| +914,936% | +$28.9M | 17.07% | 3 |
|
|
2015
Q4 | $3K | Buy |
+212
| New | +$3K | ﹤0.01% | 164 |
|
|
2015
Q2 | – | Sell |
-1,138,991
| Closed | -$17M | – | 133 |
|
|
2015
Q1 | $17M | Buy |
+1,138,991
| New | +$17M | 13.46% | 1 |
|
|
2014
Q4 | – | Sell |
-1,026,246
| Closed | -$14.8M | – | 159 |
|
|
2014
Q3 | $14.8M | Buy |
+1,026,246
| New | +$14.8M | 11.89% | 2 |
|