Walled Lake Planning & Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,125
| Closed | -$137K | – | 86 |
|
|
2022
Q1 | $137K | Hold |
10,125
| – | – | 0.08% | 86 |
|
|
2021
Q4 | $152K | Hold |
10,125
| – | – | 0.09% | 93 |
|
|
2021
Q3 | $152K | Hold |
10,125
| – | – | 0.09% | 91 |
|
|
2021
Q2 | $155K | Hold |
10,125
| – | – | 0.1% | 91 |
|
|
2021
Q1 | $152K | Hold |
10,125
| – | – | 0.11% | 85 |
|
|
2020
Q4 | $155K | Hold |
10,125
| – | – | 0.12% | 79 |
|
|
2020
Q3 | $149K | Buy |
+10,125
| New | +$149K | 0.12% | 77 |
|