Strategic Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,057
| Closed | -$30K | – | 801 |
|
|
2019
Q1 | $30K | Hold |
2,057
| – | – | 0.01% | 295 |
|
|
2018
Q4 | $30K | Sell |
2,057
-399
| -16% | -$5.82K | 0.02% | 285 |
|
|
2018
Q3 | $35K | Sell |
2,456
-2,502
| -50% | -$35.7K | 0.02% | 264 |
|
|
2018
Q2 | $72K | Sell |
4,958
-3,564
| -42% | -$51.8K | 0.04% | 226 |
|
|
2018
Q1 | $124K | Sell |
8,522
-169,041
| -95% | -$2.46M | 0.06% | 173 |
|
|
2017
Q4 | $2.64M | Buy |
+177,563
| New | +$2.64M | 1.47% | 11 |
|