Calton & Associates’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 | $188K | Buy |
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|
2025
Q1 | $189K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $128K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.74M | Buy |
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|
2021
Q2 | $942K | Sell |
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|
2021
Q1 | $951K | Buy |
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|
2020
Q4 | $846K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $714K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $60K | Buy |
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