Atlas Capital 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 | $334K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $356K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $16.6K | Sell |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $5.48M | Sell |
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|
2021
Q1 | $5.85M | Buy |
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|
2020
Q4 | $5.27M | Sell |
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|
2020
Q3 | $5.47M | Buy |
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|
2020
Q2 | $3.78M | Sell |
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|
2020
Q1 | $3.79M | Buy |
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|
2019
Q4 | $2.98M | Buy |
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|
2019
Q3 | $2.85M | Buy |
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|
2019
Q2 | $2.43M | Sell |
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|
2019
Q1 | $2.57M | Sell |
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|
2018
Q4 | $2.43M | Buy |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.35M | Sell |
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|
2018
Q1 | $2.58M | Buy |
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