Advisornet Financial’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Hold |
6,650
| – | – | ﹤0.01% | 844 |
|
|
2025
Q1 | $74.6K | Sell |
6,650
-500
| -7% | -$5.61K | 0.01% | 801 |
|
|
2024
Q4 | $82.4K | Sell |
7,150
-11,521
| -62% | -$133K | 0.01% | 731 |
|
|
2024
Q3 | $231K | Buy |
18,671
+151
| +0.8% | +$1.87K | 0.02% | 493 |
|
|
2024
Q2 | $214K | Sell |
18,520
-2,853
| -13% | -$33K | 0.02% | 460 |
|
|
2024
Q1 | $254K | Sell |
21,373
-1,216
| -5% | -$14.4K | 0.02% | 431 |
|
|
2023
Q4 | $259K | Sell |
22,589
-2,726
| -11% | -$31.3K | 0.02% | 426 |
|
|
2023
Q3 | $277K | Buy |
25,315
+40
| +0.2% | +$438 | 0.03% | 393 |
|
|
2023
Q2 | $287K | Buy |
25,275
+241
| +1% | +$2.74K | 0.02% | 406 |
|
|
2023
Q1 | $287K | Buy |
25,034
+218
| +0.9% | +$2.5K | 0.03% | 397 |
|
|
2022
Q4 | $277K | Sell |
24,816
-7,057
| -22% | -$78.9K | 0.03% | 411 |
|
|
2022
Q3 | $379K | Sell |
31,873
-63
| -0.2% | -$749 | 0.04% | 374 |
|
|
2022
Q2 | $394K | Sell |
31,936
-11,321
| -26% | -$140K | 0.04% | 360 |
|
|
2022
Q1 | $587K | Sell |
43,257
-67,226
| -61% | -$912K | 0.04% | 343 |
|
|
2021
Q4 | $1.66M | Buy |
110,483
+16,184
| +17% | +$243K | 0.1% | 182 |
|
|
2021
Q3 | $1.42M | Buy |
94,299
+4,050
| +4% | +$60.9K | 0.1% | 183 |
|
|
2021
Q2 | $1.38M | Buy |
90,249
+8,909
| +11% | +$137K | 0.09% | 201 |
|
|
2021
Q1 | $1.22M | Buy |
81,340
+2,538
| +3% | +$38.1K | 0.09% | 217 |
|
|
2020
Q4 | $1.2M | Buy |
78,802
+1,966
| +3% | +$30K | 0.1% | 190 |
|
|
2020
Q3 | $1.13M | Buy |
76,836
+1,809
| +2% | +$26.7K | 0.1% | 196 |
|
|
2020
Q2 | $1.06M | Buy |
75,027
+1,633
| +2% | +$23.1K | 0.09% | 209 |
|
|
2020
Q1 | $966K | Buy |
73,394
+117
| +0.2% | +$1.54K | 0.09% | 198 |
|
|
2019
Q4 | $1.1M | Buy |
73,277
+4,218
| +6% | +$63.3K | 0.09% | 201 |
|
|
2019
Q3 | $1.04M | Buy |
69,059
+11,597
| +20% | +$174K | 0.1% | 208 |
|
|
2019
Q2 | $841K | Buy |
57,462
+6,174
| +12% | +$90.4K | 0.09% | 213 |
|
|
2019
Q1 | $744K | Buy |
51,288
+26,914
| +110% | +$390K | 0.09% | 215 |
|
|
2018
Q4 | $328K | Buy |
24,374
+9,736
| +67% | +$131K | 0.05% | 316 |
|
|
2018
Q3 | $210K | Buy |
14,638
+2,060
| +16% | +$29.6K | 0.03% | 408 |
|
|
2018
Q2 | $183K | Buy |
12,578
+9,302
| +284% | +$135K | 0.02% | 414 |
|
|
2018
Q1 | $48K | Buy |
3,276
+1,485
| +83% | +$21.8K | 0.01% | 706 |
|
|
2017
Q4 | $27K | Buy |
+1,791
| New | +$27K | ﹤0.01% | 803 |
|