Sargent Bickham Lagudis’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 |
-1,732
| Closed | -$24K | – | 823 |
|
|
2020
Q2 | $24K | Hold |
1,732
| – | – | ﹤0.01% | 459 |
|
|
2020
Q1 | $23K | Buy |
1,732
+7
| +0.4% | +$93 | ﹤0.01% | 446 |
|
|
2019
Q4 | $26K | Buy |
1,725
+23
| +1% | +$347 | ﹤0.01% | 488 |
|
|
2019
Q3 | $26K | Buy |
1,702
+23
| +1% | +$351 | ﹤0.01% | 431 |
|
|
2019
Q2 | $25K | Sell |
1,679
-1,949
| -54% | -$29K | ﹤0.01% | 455 |
|
|
2019
Q1 | $53K | Buy |
3,628
+24
| +0.7% | +$351 | 0.01% | 381 |
|
|
2018
Q4 | $49K | Buy |
+3,604
| New | +$49K | 0.01% | 361 |
|
|
2017
Q2 | – | Sell |
-2,375
| Closed | -$35K | – | 796 |
|
|
2017
Q1 | $35K | Buy |
+2,375
| New | +$35K | ﹤0.01% | 412 |
|
|
2016
Q2 | – | Sell |
-6,667
| Closed | -$99K | – | 758 |
|
|
2016
Q1 | $99K | Buy |
+6,667
| New | +$99K | 0.02% | 282 |
|