Winch Advisory Services’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$22K | – | 409 |
|
|
2019
Q2 | $22K | Buy |
+1,500
| New | +$22K | 0.01% | 144 |
|
|
2017
Q1 | – | Sell |
-673
| Closed | -$10K | – | 306 |
|
|
2016
Q4 | $10K | Buy |
673
+10
| +2% | +$149 | 0.01% | 152 |
|
|
2016
Q3 | $10K | Buy |
663
+9
| +1% | +$136 | 0.01% | 156 |
|
|
2016
Q2 | $10K | Buy |
654
+9
| +1% | +$138 | 0.01% | 151 |
|
|
2016
Q1 | $10K | Buy |
645
+9
| +1% | +$140 | 0.02% | 125 |
|
|
2015
Q4 | $10K | Buy |
636
+10
| +2% | +$157 | 0.01% | 130 |
|
|
2015
Q3 | $9K | Buy |
626
+9
| +1% | +$129 | 0.01% | 127 |
|
|
2015
Q2 | $9K | Buy |
617
+9
| +1% | +$131 | ﹤0.01% | 184 |
|
|
2015
Q1 | $9K | Buy |
+608
| New | +$9K | 0.01% | 166 |
|