Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-191
| Closed | -$3K | – | 1059 |
|
|
2021
Q1 | $3K | Buy |
+191
| New | +$3K | ﹤0.01% | 873 |
|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$150K | – | 1016 |
|
|
2017
Q3 | $150K | Hold |
10,000
| – | – | 0.02% | 174 |
|
|
2017
Q2 | $151K | Hold |
10,000
| – | – | 0.02% | 175 |
|
|
2017
Q1 | $148K | Hold |
10,000
| – | – | 0.02% | 167 |
|
|
2016
Q4 | $142K | Hold |
10,000
| – | – | 0.02% | 165 |
|
|
2016
Q3 | $151K | Buy |
+10,000
| New | +$151K | 0.03% | 158 |
|