Wealthfront’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-351
| Closed | -$5K | – | 838 |
|
2015
Q3 | $5K | Buy |
+351
| New | +$5K | ﹤0.01% | 1110 |
|
2014
Q4 | – | Sell |
-175
| Closed | -$3K | – | 904 |
|
2014
Q3 | $3K | Buy |
175
+75
| +75% | +$1.29K | ﹤0.01% | 573 |
|
2014
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 579 |
|