Avantax Planning Partners’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 | $2.34M | Sell |
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|
2025
Q1 | $2.89M | Sell |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $3.17M | Sell |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $4.02M | Sell |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $11.8M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $8.03M | Buy |
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|
2022
Q3 | $6.54M | Sell |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $7.19M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $504K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $510K | Sell |
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|
2020
Q4 | $520K | Buy |
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|
2020
Q3 | $307K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $28K | Buy |
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