Cascade Financial Partners’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 | $2.26M | Sell |
203,478
-45,017
| -18% | -$501K | 0.27% | 69 |
|
|
2025
Q1 | $2.79M | Buy |
248,495
+159,432
| +179% | +$1.79M | 0.35% | 57 |
|
|
2024
Q4 | $1.03M | Buy |
89,063
+34,014
| +62% | +$392K | 0.13% | 96 |
|
|
2024
Q3 | $679K | Buy |
55,049
+14,105
| +34% | +$174K | 0.09% | 124 |
|
|
2024
Q2 | $473K | Hold |
40,944
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $471K | Buy |
+40,944
| New | +$471K | 0.07% | 139 |
|