Simplicity Wealth’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,995
| Closed | -$127K | – | 1010 |
|
|
2024
Q2 | $127K | Sell |
10,995
-5,778
| -34% | -$66.7K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $199K | Buy |
+16,773
| New | +$199K | ﹤0.01% | 1075 |
|
|
2022
Q3 | – | Sell |
-110,511
| Closed | -$1.36M | – | 70 |
|
|
2022
Q2 | $1.36M | Sell |
110,511
-54,572
| -33% | -$674K | 1.99% | 15 |
|
|
2022
Q1 | $2.24M | Sell |
165,083
-73,336
| -31% | -$995K | 2.18% | 17 |
|
|
2021
Q4 | $3.58M | Buy |
+238,419
| New | +$3.58M | 1.93% | 22 |
|