Sterling Group Wealth Management’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
Q1 | – | Sell |
-13,896
| Closed | -$159K | – | 36 |
|
|
2023
Q4 | $159K | Buy |
13,896
+201
| +1% | +$2.31K | 0.12% | 53 |
|
|
2023
Q3 | $150K | Buy |
13,695
+177
| +1% | +$1.94K | 0.14% | 49 |
|
|
2023
Q2 | $154K | Buy |
13,518
+178
| +1% | +$2.02K | 0.13% | 51 |
|
|
2023
Q1 | $153K | Buy |
13,340
+163
| +1% | +$1.87K | 0.14% | 49 |
|
|
2022
Q4 | $147K | Buy |
+13,177
| New | +$147K | 0.15% | 48 |
|