Wealthstar Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-28,367
| Closed | -$435K | – | 120 |
|
|
2021
Q2 | $435K | Buy |
+28,367
| New | +$435K | 0.14% | 62 |
|
|
2020
Q1 | $335K | Sell |
25,405
-971
| -4% | -$12.8K | 0.24% | 37 |
|
|
2019
Q4 | $398K | Sell |
26,376
-971
| -4% | -$14.7K | 0.25% | 32 |
|
|
2019
Q3 | $413K | Sell |
27,347
-371
| -1% | -$5.6K | 0.23% | 30 |
|
|
2019
Q2 | $409K | Buy |
27,718
+730
| +3% | +$10.8K | 0.24% | 28 |
|
|
2019
Q1 | $396K | Sell |
26,988
-1,076
| -4% | -$15.8K | 0.24% | 30 |
|
|
2018
Q4 | $374K | Sell |
28,064
-8,055
| -22% | -$107K | 0.28% | 29 |
|
|
2018
Q3 | $514K | Sell |
36,119
-3,669
| -9% | -$52.2K | 0.3% | 27 |
|
|
2018
Q2 | $576K | Buy |
+39,788
| New | +$576K | 0.18% | 22 |
|