Compass Efficient Model Portfolios, LLC PGX Holdings History
Compass Efficient Model Portfolios, LLC's Invesco Preferred ETF Holding Summary
As of 2013-12-31, Compass Efficient Model Portfolios, LLC held 5,363.00 shares of Invesco Preferred ETF(PGX), totaling $72,000.00. This investment constitutes 3.15% of their stock portfolio, and Compass Efficient Model Portfolios, LLC now holds 0% of the outstanding Invesco Preferred ETF(PGX) stock.
The initial trade took place in 2013Q2. And since then Compass Efficient Model Portfolios, LLC has made 1 purchases of PGX, at an average price of $14.72, for a total of 6,125.00 shares. In addition, there have been 1 sales at an average price of $13.87 for 762.00 shares. Based on historical transaction data and PGX's current price of $11.24, Compass Efficient Model Portfolios, LLC's estimated gain on his PGX holdings is $-19,333.69, reflecting a -21.44% gain to date.
Compass Efficient Model Portfolios, LLC PGX ($11.24) Holding Chart
Compass Efficient Model Portfolios, LLC PGX ($11.24) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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