Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-13,850
| Closed | -$182K | – | 466 |
|
|
2020
Q1 | $182K | Buy |
+13,850
| New | +$182K | 0.02% | 400 |
|
|
2019
Q2 | – | Sell |
-8,025
| Closed | -$116K | – | 1610 |
|
|
2019
Q1 | $116K | Buy |
8,025
+1,105
| +16% | +$16K | 0.01% | 587 |
|
|
2018
Q4 | $93K | Buy |
+6,920
| New | +$93K | 0.01% | 627 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 2474 |
|
|
2018
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q1 | $15K | Buy |
+1,000
| New | +$15K | ﹤0.01% | 1407 |
|