Carlton Hofferkamp & Jenks Wealth Management’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 | $116K | Hold |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $121K | Sell |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $125K | Hold |
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|
2024
Q1 | $122K | Hold |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $146K | Sell |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $168K | Buy |
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