Pinnacle Family Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-46,529
| Closed | -$698K | – | 128 |
|
|
2021
Q4 | $698K | Buy |
46,529
+2,109
| +5% | +$31.6K | 0.32% | 53 |
|
|
2021
Q3 | $668K | Buy |
+44,420
| New | +$668K | 0.3% | 56 |
|
|
2021
Q1 | – | Sell |
-37,521
| Closed | -$573K | – | 142 |
|
|
2020
Q4 | $573K | Buy |
+37,521
| New | +$573K | 0.35% | 56 |
|
|
2020
Q2 | – | Sell |
-40,632
| Closed | -$535K | – | 88 |
|
|
2020
Q1 | $535K | Buy |
40,632
+15,518
| +62% | +$204K | 0.64% | 33 |
|
|
2019
Q4 | $377K | Sell |
25,114
-1,516
| -6% | -$22.8K | 0.34% | 50 |
|
|
2019
Q3 | $400K | Sell |
26,630
-7,034
| -21% | -$106K | 0.35% | 49 |
|
|
2019
Q2 | $493K | Sell |
33,664
-15,846
| -32% | -$232K | 0.41% | 46 |
|
|
2019
Q1 | $718K | Buy |
49,510
+12,283
| +33% | +$178K | 0.64% | 42 |
|
|
2018
Q4 | $501K | Buy |
37,227
+4,781
| +15% | +$64.3K | 0.34% | 44 |
|
|
2018
Q3 | $465K | Buy |
32,446
+21,311
| +191% | +$305K | 0.25% | 46 |
|
|
2018
Q2 | $162K | Sell |
11,135
-42,431
| -79% | -$617K | 0.09% | 64 |
|
|
2018
Q1 | $782K | Buy |
53,566
+26,085
| +95% | +$381K | 0.45% | 38 |
|
|
2017
Q4 | $408K | Sell |
27,481
-2,059
| -7% | -$30.6K | 0.19% | 57 |
|
|
2017
Q3 | $444K | Sell |
29,540
-185
| -0.6% | -$2.78K | 0.21% | 58 |
|
|
2017
Q2 | $449K | Buy |
+29,725
| New | +$449K | 0.25% | 50 |
|