TRUE Private Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-544
| Closed | -$8K | – | 792 |
|
|
2019
Q4 | $8K | Buy |
+544
| New | +$8K | ﹤0.01% | 627 |
|
|
2019
Q3 | – | Sell |
-554
| Closed | -$8K | – | 579 |
|
|
2019
Q2 | $8K | Sell |
554
-13,706
| -96% | -$198K | ﹤0.01% | 582 |
|
|
2019
Q1 | $206K | Sell |
14,260
-36
| -0.3% | -$520 | 0.04% | 193 |
|
|
2018
Q4 | $192K | Buy |
14,296
+110
| +0.8% | +$1.48K | 0.03% | 226 |
|
|
2018
Q3 | $203K | Buy |
14,186
+2,993
| +27% | +$42.9K | 0.03% | 260 |
|
|
2018
Q2 | $162K | Buy |
+11,193
| New | +$162K | 0.03% | 264 |
|