Aletheian Wealth Advisors’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
Q2 | $613K | Buy |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $591K | Sell |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $896K | Buy |
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|
2023
Q2 | $928K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $173K | Sell |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $232K | Buy |
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