Professional Financial 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
Q4 | – | Sell |
-1,797
| Closed | -$21K | – | 349 |
|
|
2022
Q3 | $21K | Hold |
1,797
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $22K | Hold |
1,797
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $24K | Sell |
1,797
-54,440
| -97% | -$727K | 0.01% | 226 |
|
|
2021
Q4 | $844K | Sell |
56,237
-36,107
| -39% | -$542K | 0.36% | 50 |
|
|
2021
Q3 | $1.39M | Sell |
92,344
-3,338
| -3% | -$50.2K | 0.79% | 25 |
|
|
2021
Q2 | $1.46M | Sell |
95,682
-4,141
| -4% | -$63.1K | 0.8% | 24 |
|
|
2021
Q1 | $1.5M | Buy |
99,823
+16,698
| +20% | +$250K | 0.93% | 23 |
|
|
2020
Q4 | $1.27M | Sell |
83,125
-2,002
| -2% | -$30.5K | 1% | 23 |
|
|
2020
Q3 | $1.25M | Sell |
85,127
-50,554
| -37% | -$740K | 1.16% | 20 |
|
|
2020
Q2 | $1.92M | Buy |
135,681
+101,077
| +292% | +$1.43M | 2.51% | 10 |
|
|
2020
Q1 | $492K | Buy |
+34,604
| New | +$492K | 0.89% | 29 |
|