Butensky & Cohen Financial Security’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 | $630K | Sell |
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|
2025
Q2 | $628K | Sell |
|
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|
2025
Q1 | $746K | Sell |
|
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|
2024
Q4 | $803K | Sell |
|
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|
2024
Q3 | $918K | Sell |
|
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|
2024
Q2 | $902K | Sell |
|
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|
2024
Q1 | $971K | Sell |
|
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|
2023
Q4 | $1M | Sell |
|
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.25M | Sell |
|
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|
2023
Q1 | $1.36M | Sell |
|
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|
2022
Q4 | $1.36M | Sell |
|
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $1.95M | Sell |
|
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.37M | Buy |
|
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|
2021
Q3 | $1.98M | Buy |
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|
2021
Q2 | $1.37M | Buy |
|