Balanced Wealth Group’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 | $362K | Buy |
31,961
+18,704
| +141% | +$212K | 0.16% | 51 |
|
|
2025
Q1 | $149K | Sell |
13,257
-27,597
| -68% | -$310K | 0.07% | 65 |
|
|
2024
Q4 | $472K | Sell |
40,854
-53,044
| -56% | -$613K | 0.21% | 45 |
|
|
2024
Q3 | $1.16M | Buy |
93,898
+5,347
| +6% | +$66K | 0.51% | 26 |
|
|
2024
Q2 | $1.02M | Sell |
88,551
-13,770
| -13% | -$159K | 0.46% | 26 |
|
|
2024
Q1 | $1.18M | Buy |
102,321
+23,345
| +30% | +$269K | 0.52% | 27 |
|
|
2023
Q4 | $906K | Buy |
+78,976
| New | +$906K | 0.47% | 31 |
|