Brandywine Oak Private Wealth’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
Q4 | – | Sell |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $312K | Sell |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $350K | Buy |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $301K | Buy |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $196K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.17M | Buy |
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