Capital Investment Advisors’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
Q4 | $287K | Sell |
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|
2025
Q3 | $347K | Sell |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $199K | Sell |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $272K | Sell |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $313K | Sell |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $366K | Sell |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $490K | Sell |
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|
2018
Q1 | $513K | Sell |
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|
2017
Q4 | $526K | Sell |
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|
2017
Q3 | $609K | Sell |
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|
2017
Q2 | $614K | Sell |
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|
2017
Q1 | $668K | Buy |
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|
2016
Q4 | $613K | Sell |
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|
2016
Q3 | $838K | Sell |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $12M | Sell |
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|
2015
Q4 | $14.5M | Buy |
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|
2015
Q3 | $13M | Buy |
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|
2015
Q2 | $9.86M | Buy |
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|
2015
Q1 | $9.37M | Buy |
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|
2014
Q4 | $7.69M | Buy |
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|
2014
Q3 | $6.88M | Buy |
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|
2014
Q2 | $5.48M | Sell |
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|
2014
Q1 | $6.37M | Sell |
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|
2013
Q4 | $6.66M | Buy |
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