Charles Schwab Trust’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
Q3 | $2.83M | Sell |
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|
2025
Q2 | $2.72M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $3.26M | Sell |
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|
2022
Q4 | $3.77M | Buy |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $2.1M | Buy |
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