Camarda Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
24,560
+6,565
| +36% | +$73.1K | 0.11% | 97 |
|
|
2025
Q1 | $202K | Buy |
+17,995
| New | +$202K | 0.09% | 96 |
|
|
2022
Q1 | – | Sell |
-453,622
| Closed | -$6.8M | – | 137 |
|
|
2021
Q4 | $6.8M | Buy |
453,622
+35,685
| +9% | +$535K | 3.85% | 10 |
|
|
2021
Q3 | $6.28M | Buy |
417,937
+284,953
| +214% | +$4.28M | 4.23% | 9 |
|
|
2021
Q2 | $2.04M | Buy |
132,984
+91,965
| +224% | +$1.41M | 1.26% | 13 |
|
|
2021
Q1 | $615K | Sell |
41,019
-7,033
| -15% | -$105K | 0.44% | 71 |
|
|
2020
Q4 | $733K | Buy |
+48,052
| New | +$733K | 0.62% | 47 |
|
|
2019
Q1 | – | Sell |
-680,697
| Closed | -$9.17M | – | 555 |
|
|
2018
Q4 | $9.17M | Sell |
680,697
-2,581
| -0.4% | -$34.8K | 10.9% | 2 |
|
|
2018
Q3 | $9.79M | Sell |
683,278
-22,819
| -3% | -$327K | 11.1% | 2 |
|
|
2018
Q2 | $10.3M | Buy |
706,097
+2,564
| +0.4% | +$37.3K | 10.8% | 2 |
|
|
2018
Q1 | $10.3M | Sell |
703,533
-290,391
| -29% | -$4.24M | 10.62% | 2 |
|
|
2017
Q4 | $14.8M | Buy |
993,924
+9,962
| +1% | +$148K | 17.68% | 1 |
|
|
2017
Q3 | $14.8M | Buy |
983,962
+39,568
| +4% | +$595K | 15.91% | 1 |
|
|
2017
Q2 | $14.3M | Buy |
944,394
+168,711
| +22% | +$2.55M | 15.26% | 1 |
|
|
2017
Q1 | $11.5M | Buy |
775,683
+344,032
| +80% | +$5.1M | 11.22% | 1 |
|
|
2016
Q4 | $6.14M | Buy |
431,651
+48,546
| +13% | +$691K | 4.18% | 2 |
|
|
2016
Q3 | $5.8M | Buy |
383,105
+342,266
| +838% | +$5.18M | 3.53% | 5 |
|
|
2016
Q2 | $622K | Buy |
+40,839
| New | +$622K | 0.39% | 66 |
|
|
2016
Q1 | – | Sell |
-31,553
| Closed | -$472K | – | 297 |
|
|
2015
Q4 | $472K | Buy |
+31,553
| New | +$472K | 0.29% | 71 |
|