TrueWealth LLC’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 |
-1,644
| Closed | -$24K | – | 759 |
|
|
2019
Q1 | $24K | Buy |
+1,644
| New | +$24K | 0.01% | 349 |
|
|
2018
Q4 | – | Sell |
-531
| Closed | -$8K | – | 796 |
|
|
2018
Q3 | $8K | Hold |
531
| – | – | ﹤0.01% | 528 |
|
|
2018
Q2 | $8K | Buy |
531
+388
| +271% | +$5.85K | ﹤0.01% | 529 |
|
|
2018
Q1 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 712 |
|