Aletheian Wealth Advisors’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 | $613K | Buy |
55,082
+8,676
| +19% | +$96.6K | 0.3% | 53 |
|
|
2025
Q1 | $521K | Sell |
46,406
-577
| -1% | -$6.47K | 0.29% | 56 |
|
|
2024
Q4 | $542K | Sell |
46,983
-889
| -2% | -$10.3K | 0.32% | 50 |
|
|
2024
Q3 | $591K | Sell |
47,872
-3,716
| -7% | -$45.9K | 0.35% | 48 |
|
|
2024
Q2 | $596K | Sell |
51,588
-1,162
| -2% | -$13.4K | 0.31% | 62 |
|
|
2024
Q1 | $627K | Sell |
52,750
-60
| -0.1% | -$713 | 0.34% | 61 |
|
|
2023
Q4 | $606K | Sell |
52,810
-29,032
| -35% | -$333K | 0.4% | 58 |
|
|
2023
Q3 | $896K | Buy |
81,842
+236
| +0.3% | +$2.58K | 0.69% | 39 |
|
|
2023
Q2 | $928K | Buy |
81,606
+32,833
| +67% | +$373K | 0.64% | 39 |
|
|
2023
Q1 | $560K | Buy |
48,773
+33,270
| +215% | +$382K | 0.49% | 37 |
|
|
2022
Q4 | $173K | Sell |
15,503
-8,341
| -35% | -$93.3K | 0.15% | 82 |
|
|
2022
Q3 | $283K | Buy |
23,844
+5,047
| +27% | +$59.9K | 0.32% | 45 |
|
|
2022
Q2 | $232K | Buy |
+18,797
| New | +$232K | 0.24% | 52 |
|