WBH Advisory’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,046
| Closed | -$256K | – | 226 |
|
|
2017
Q3 | $256K | Buy |
17,046
+237
| +1% | +$3.56K | 0.07% | 196 |
|
|
2017
Q2 | $253K | Sell |
16,809
-4,315
| -20% | -$64.9K | 0.07% | 199 |
|
|
2017
Q1 | $313K | Buy |
21,124
+124
| +0.6% | +$1.84K | 0.09% | 179 |
|
|
2016
Q4 | $298K | Buy |
+21,000
| New | +$298K | 0.1% | 177 |
|