WR Wealth Planners’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
Q4 | – | Sell |
-931
| Closed | -$10.2K | – | 662 |
|
|
2023
Q3 | $10.2K | Buy |
931
+15
| +2% | +$164 | ﹤0.01% | 557 |
|
|
2023
Q2 | $10.4K | Buy |
916
+15
| +2% | +$171 | ﹤0.01% | 560 |
|
|
2023
Q1 | $10.3K | Buy |
901
+13
| +1% | +$149 | ﹤0.01% | 548 |
|
|
2022
Q4 | $9.92K | Buy |
888
+14
| +2% | +$156 | 0.01% | 267 |
|
|
2022
Q3 | $10.4K | Buy |
874
+13
| +2% | +$154 | 0.01% | 258 |
|
|
2022
Q2 | $10.6K | Buy |
861
+11
| +1% | +$136 | 0.01% | 278 |
|
|
2022
Q1 | $11.5K | Buy |
+850
| New | +$11.5K | 0.01% | 283 |
|