Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $186K | Sell |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $374K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $759K | Buy |
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|
2019
Q2 | $570K | Buy |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | $401K | Buy |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | $256K | Buy |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $374K | Buy |
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