Accel Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $462K | Sell |
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|
2025
Q2 | $476K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $635K | Sell |
|
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $890K | Sell |
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|
2023
Q3 | $935K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.52M | Buy |
|