YWM
Yoder Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,200
| Closed | -$157K | – | 111 |
|
|
2024
Q1 | $157K | Hold |
13,200
| – | – | 0.1% | 107 |
|
|
2023
Q4 | $151K | Hold |
13,200
| – | – | 0.11% | 96 |
|
|
2023
Q3 | $145K | Sell |
13,200
-4,500
| -25% | -$49.3K | 0.12% | 77 |
|
|
2023
Q2 | $201K | Hold |
17,700
| – | – | 0.16% | 82 |
|
|
2023
Q1 | $203K | Buy |
+17,700
| New | +$203K | 0.17% | 73 |
|