Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,976
| Closed | -$155K | – | 658 |
|
|
2020
Q2 | $155K | Buy |
+10,976
| New | +$155K | 0.03% | 209 |
|
|
2019
Q3 | – | Sell |
-138
| Closed | -$2K | – | 581 |
|
|
2019
Q2 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 545 |
|
|
2019
Q1 | – | Sell |
-4,100
| Closed | -$55K | – | 532 |
|
|
2018
Q4 | $55K | Buy |
+4,100
| New | +$55K | 0.02% | 302 |
|