Tempus Wealth Planning’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-31,475
| Closed | -$352K | – | 188 |
|
|
2022
Q4 | $352K | Buy |
+31,475
| New | +$352K | 0.21% | 118 |
|
|
2022
Q1 | – | Sell |
-16,240
| Closed | -$244K | – | 148 |
|
|
2021
Q4 | $244K | Hold |
16,240
| – | – | 0.13% | 134 |
|
|
2021
Q3 | $244K | Hold |
16,240
| – | – | 0.14% | 136 |
|
|
2021
Q2 | $249K | Buy |
+16,240
| New | +$249K | 0.17% | 130 |
|