1IA
1620 Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
56,400
-2,528
| -4% | -$28.1K | 0.45% | 69 |
|
|
2025
Q1 | $661K | Sell |
58,928
-801
| -1% | -$8.99K | 0.51% | 53 |
|
|
2024
Q4 | $689K | Sell |
59,729
-2,642
| -4% | -$30.5K | 0.52% | 50 |
|
|
2024
Q3 | $770K | Sell |
62,371
-808
| -1% | -$9.98K | 0.56% | 43 |
|
|
2024
Q2 | $730K | Buy |
63,179
+1,761
| +3% | +$20.3K | 0.56% | 43 |
|
|
2024
Q1 | $730K | Buy |
61,418
+1,806
| +3% | +$21.5K | 0.73% | 40 |
|
|
2023
Q4 | $684K | Sell |
59,612
-8,188
| -12% | -$93.9K | 0.75% | 38 |
|
|
2023
Q3 | $742K | Sell |
67,800
-739
| -1% | -$8.09K | 0.84% | 33 |
|
|
2023
Q2 | $779K | Sell |
68,539
-4
| -0% | -$45 | 0.85% | 35 |
|
|
2023
Q1 | $787K | Buy |
68,543
+7,641
| +13% | +$87.7K | 0.95% | 31 |
|
|
2022
Q4 | $681K | Sell |
60,902
-17,773
| -23% | -$199K | 0.82% | 44 |
|
|
2022
Q3 | $935K | Sell |
78,675
-2,103
| -3% | -$25K | 1.38% | 20 |
|
|
2022
Q2 | $997K | Sell |
80,778
-3,511
| -4% | -$43.3K | 1.37% | 16 |
|
|
2022
Q1 | $1.26M | Hold |
84,289
| – | – | 1.38% | 17 |
|
|
2021
Q4 | $1.26M | Buy |
+84,289
| New | +$1.26M | 1.41% | 17 |
|