Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $844K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $137K | Buy |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $130K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $67K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $57.7K | Sell |
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|
2020
Q2 | $60K | Buy |
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|
2020
Q1 | $16.4K | Hold |
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|
2019
Q4 | $19K | Buy |
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