Stanford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,450
| Closed | -$21K | – | 208 |
|
|
2016
Q4 | $21K | Hold |
1,450
| – | – | 0.01% | 247 |
|
|
2016
Q3 | $22K | Hold |
1,450
| – | – | 0.01% | 251 |
|
|
2016
Q2 | $22K | Hold |
1,450
| – | – | 0.01% | 243 |
|
|
2016
Q1 | $22K | Hold |
1,450
| – | – | 0.01% | 233 |
|
|
2015
Q4 | $22K | Hold |
1,450
| – | – | 0.01% | 212 |
|
|
2015
Q3 | $21K | Hold |
1,450
| – | – | 0.02% | 219 |
|
|
2015
Q2 | $21K | Hold |
1,450
| – | – | 0.02% | 222 |
|
|
2015
Q1 | $22K | Hold |
1,450
| – | – | 0.02% | 218 |
|
|
2014
Q4 | $21K | Buy |
+1,450
| New | +$21K | 0.02% | 220 |
|