BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $51.6K | Sell |
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|
2023
Q1 | $63.2K | Buy |
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|
2022
Q4 | $30.7K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $41K | Sell |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $42K | Sell |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $108K | Buy |
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|
2019
Q4 | $55K | Buy |
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|
2019
Q3 | $55K | Buy |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $12K | Buy |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $51K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $214K | Sell |
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|
2017
Q2 | $4.79M | Buy |
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|
2017
Q1 | $4.65M | Buy |
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|
2016
Q4 | $3.97M | Buy |
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|
2016
Q3 | $4.05M | Buy |
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|
2016
Q2 | $2.57M | Buy |
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|
2016
Q1 | $951K | Buy |
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