CWM
Cedar Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.3K | Hold |
4,429
| – | – | 0.02% | 119 |
|
|
2025
Q1 | $49.7K | Hold |
4,429
| – | – | 0.02% | 115 |
|
|
2024
Q4 | $51.1K | Hold |
4,429
| – | – | 0.02% | 107 |
|
|
2024
Q3 | $54.7K | Hold |
4,429
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $51.2K | Hold |
4,429
| – | – | 0.02% | 160 |
|
|
2024
Q1 | $52.6K | Sell |
4,429
-200
| -4% | -$2.38K | 0.02% | 165 |
|
|
2023
Q4 | $53.1K | Hold |
4,629
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $50.7K | Hold |
4,629
| – | – | 0.02% | 155 |
|
|
2023
Q2 | $52.6K | Hold |
4,629
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $53.1K | Hold |
4,629
| – | – | 0.02% | 151 |
|
|
2022
Q4 | $51.8K | Hold |
4,629
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $55K | Hold |
4,629
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $57K | Hold |
4,629
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $63K | Hold |
4,629
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $69K | Hold |
4,629
| – | – | 0.03% | 166 |
|
|
2021
Q3 | $70K | Hold |
4,629
| – | – | 0.03% | 144 |
|
|
2021
Q2 | $71K | Hold |
4,629
| – | – | 0.03% | 151 |
|
|
2021
Q1 | $69K | Hold |
4,629
| – | – | 0.03% | 142 |
|
|
2020
Q4 | $71K | Hold |
4,629
| – | – | 0.04% | 123 |
|
|
2020
Q3 | $68K | Hold |
4,629
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $65K | Hold |
4,629
| – | – | 0.04% | 118 |
|
|
2020
Q1 | $61K | Buy |
+4,629
| New | +$61K | 0.04% | 116 |
|