San Francisco Sentry Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-654
| Closed | -$10K | – | 849 |
|
2018
Q1 | $10K | Hold |
654
| – | – | ﹤0.01% | 690 |
|
2017
Q4 | $10K | Hold |
654
| – | – | ﹤0.01% | 681 |
|
2017
Q3 | $10K | Hold |
654
| – | – | ﹤0.01% | 645 |
|
2017
Q2 | $10K | Buy |
+654
| New | +$10K | ﹤0.01% | 532 |
|
2013
Q3 | – | Sell |
-475
| Closed | -$7K | – | 672 |
|
2013
Q2 | $7K | Buy |
+475
| New | +$7K | ﹤0.01% | 518 |
|