Atria Wealth Solutions’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
22,357
-27,593
| -55% | -$307K | 0.01% | 1253 |
|
|
2025
Q1 | $560K | Buy |
49,950
+12,361
| +33% | +$139K | 0.01% | 1142 |
|
|
2024
Q4 | $433K | Sell |
37,589
-944
| -2% | -$10.9K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $476K | Sell |
38,533
-2,403
| -6% | -$29.7K | 0.01% | 1265 |
|
|
2024
Q2 | $473K | Sell |
40,936
-16,139
| -28% | -$186K | 0.01% | 1254 |
|
|
2024
Q1 | $678K | Buy |
57,075
+13,332
| +30% | +$158K | 0.01% | 1101 |
|
|
2023
Q4 | $502K | Sell |
43,743
-6,650
| -13% | -$76.3K | 0.01% | 1201 |
|
|
2023
Q3 | $552K | Sell |
50,393
-6,462
| -11% | -$70.8K | 0.01% | 1083 |
|
|
2023
Q2 | $646K | Sell |
56,855
-4,269
| -7% | -$48.5K | 0.01% | 1035 |
|
|
2023
Q1 | $702K | Sell |
61,124
-4,877
| -7% | -$56K | 0.01% | 958 |
|
|
2022
Q4 | $738K | Buy |
66,001
+16,569
| +34% | +$185K | 0.01% | 892 |
|
|
2022
Q3 | $587K | Buy |
49,432
+4,233
| +9% | +$50.3K | 0.01% | 932 |
|
|
2022
Q2 | $558K | Sell |
45,199
-12,616
| -22% | -$156K | 0.01% | 889 |
|
|
2022
Q1 | $785K | Buy |
+57,815
| New | +$785K | 0.01% | 826 |
|