Atria Wealth Solutions’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 | $249K | Sell |
|
|||||
|
2025
Q1 | $560K | Buy |
|
|||||
|
2024
Q4 | $433K | Sell |
|
|||||
|
2024
Q3 | $476K | Sell |
|
|||||
|
2024
Q2 | $473K | Sell |
|
|||||
|
2024
Q1 | $678K | Buy |
|
|||||
|
2023
Q4 | $502K | Sell |
|
|||||
|
2023
Q3 | $552K | Sell |
|
|||||
|
2023
Q2 | $646K | Sell |
|
|||||
|
2023
Q1 | $702K | Sell |
|
|||||
|
2022
Q4 | $738K | Buy |
|
|||||
|
2022
Q3 | $587K | Buy |
|
|||||
|
2022
Q2 | $558K | Sell |
|
|||||
|
2022
Q1 | $785K | Buy |
|