Bartlett & Co 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 | $216K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $74.6K | Hold |
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|
2024
Q1 | $76.7K | Hold |
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|
2023
Q4 | $74.4K | Hold |
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|
2023
Q3 | $70.7K | Hold |
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|
2023
Q2 | $73.4K | Buy |
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|
2023
Q1 | $16.7K | Sell |
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|
2022
Q4 | $54.9K | Sell |
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|
2022
Q3 | $70.6K | Hold |
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|
2022
Q2 | $73.3K | Hold |
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|
2022
Q1 | $80.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $133K | Buy |
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