Atticus Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $54.5K | Buy |
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|
2025
Q1 | $54.2K | Sell |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $563K | Sell |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $807K | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $3.03M | Hold |
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|
2022
Q2 | $3.03M | Sell |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $6.07M | Buy |
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|
2021
Q3 | $5.78M | Buy |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.48M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.38M | Buy |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $3.67M | Buy |
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