Zullo Investment Group’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
Q1 | – | Sell |
-4,108
| Closed | -$45.9K | – | 540 |
|
|
2022
Q4 | $45.9K | Hold |
4,108
| – | – | 0.03% | 279 |
|
|
2022
Q3 | $49K | Hold |
4,108
| – | – | 0.03% | 273 |
|
|
2022
Q2 | $51K | Sell |
4,108
-176
| -4% | -$2.19K | 0.03% | 286 |
|
|
2022
Q1 | $58K | Sell |
4,284
-1,449
| -25% | -$19.6K | 0.03% | 285 |
|
|
2021
Q4 | $86K | Buy |
+5,733
| New | +$86K | 0.04% | 239 |
|