Cary Street Partners Investment Advisory’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 | $36.5K | Hold |
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|
2025
Q1 | $36.8K | Hold |
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|
2024
Q4 | $37.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $628K | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $895K | Buy |
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|
2021
Q2 | $615K | Buy |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $91K | Buy |
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