Arax Advisory Partners’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 | $324K | Sell |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $438K | Sell |
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|
2024
Q2 | $467K | Buy |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $807K | Sell |
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|
2023
Q1 | $923K | Sell |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.46M | Sell |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $4.29M | Sell |
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|
2021
Q3 | $4.53M | Sell |
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|
2021
Q2 | $5.2M | Buy |
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|
2020
Q4 | $5.62M | Buy |
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|
2020
Q3 | $5.24M | Sell |
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|
2020
Q2 | $5.14M | Sell |
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|
2020
Q1 | $5.22M | Buy |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $600K | Buy |
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|
2018
Q4 | $554K | Sell |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $2.11M | Sell |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $13.9M | Buy |
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|
2017
Q3 | $12.3M | Buy |
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|
2017
Q2 | $10M | Buy |
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|
2017
Q1 | $9.05M | Buy |
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|
2016
Q4 | $8.21M | Buy |
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