Amplius 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 | $276K | Hold |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $185K | Hold |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $225K | Buy |
|