BCS 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $197K | Sell |
|
|||||
|
2024
Q4 | $289K | Sell |
|
|||||
|
2024
Q3 | $343K | Sell |
|
|||||
|
2024
Q2 | $330K | Sell |
|
|||||
|
2024
Q1 | $350K | Sell |
|
|||||
|
2023
Q4 | $357K | Sell |
|
|||||
|
2023
Q3 | $354K | Sell |
|
|||||
|
2023
Q2 | $404K | Buy |
|
|||||
|
2023
Q1 | $359K | Buy |
|
|||||
|
2022
Q4 | $344K | Buy |
|
|||||
|
2022
Q3 | $359K | Buy |
|
|||||
|
2022
Q2 | $351K | Sell |
|
|||||
|
2022
Q1 | $400K | Buy |
|
|||||
|
2021
Q4 | $441K | Buy |
|
|||||
|
2021
Q3 | $439K | Buy |
|
|||||
|
2021
Q2 | $421K | Hold |
|
|||||
|
2021
Q1 | $413K | Sell |
|
|||||
|
2020
Q4 | $1.48M | Sell |
|
|||||
|
2020
Q3 | $1.45M | Buy |
|
|||||
|
2020
Q2 | $1.36M | Hold |
|
|||||
|
2020
Q1 | $1.27M | Sell |
|
|||||
|
2019
Q4 | $1.51M | Buy |
|