TFA
Tranquilli Financial Advisor’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50,019
| Closed | -$750K | – | 91 |
|
|
2021
Q4 | $750K | Sell |
50,019
-47,500
| -49% | -$712K | 0.52% | 42 |
|
|
2021
Q3 | $1.47M | Buy |
97,519
+695
| +0.7% | +$10.4K | 1.1% | 30 |
|
|
2021
Q2 | $1.48M | Buy |
+96,824
| New | +$1.48M | 1.11% | 29 |
|
|
2021
Q1 | – | Sell |
-64,482
| Closed | -$984K | – | 79 |
|
|
2020
Q4 | $984K | Buy |
+64,482
| New | +$984K | 0.89% | 35 |
|