Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,848
| Closed | -$276K | – | 62 |
|
|
2023
Q2 | $276K | Buy |
+30,848
| New | +$276K | 0.37% | 32 |
|
|
2022
Q4 | – | Sell |
-1,642
| Closed | -$20K | – | 155 |
|
|
2022
Q3 | $20K | Buy |
1,642
+636
| +63% | +$7.75K | 0.01% | 65 |
|
|
2022
Q2 | $13K | Sell |
1,006
-1,510
| -60% | -$19.5K | 0.03% | 102 |
|
|
2022
Q1 | $34K | Sell |
2,516
-202,731
| -99% | -$2.74M | 0.01% | 91 |
|
|
2021
Q4 | $3.08M | Buy |
+205,247
| New | +$3.08M | 0.71% | 27 |
|