WFG Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $127K | Buy |
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|
2017
Q1 | $85K | Hold |
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|
2016
Q4 | $82K | Sell |
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|
2016
Q3 | $90K | Sell |
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|
2016
Q2 | $109K | Buy |
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|
2016
Q1 | $66K | Buy |
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|
2015
Q4 | $59K | Buy |
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|
2015
Q3 | $50K | Buy |
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|
2015
Q2 | $21K | Buy |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $21K | Buy |
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|
2014
Q2 | $21K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $107K | Sell |
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|
2013
Q3 | $176K | Sell |
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|
2013
Q2 | $263K | Buy |
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