Cherry Tree Wealth Management’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 | $1.37M | Sell |
123,383
-7,737
| -6% | -$86.1K | 0.32% | 59 |
|
|
2025
Q1 | $1.47M | Sell |
131,120
-364,752
| -74% | -$4.09M | 0.35% | 54 |
|
|
2024
Q4 | $5.72M | Buy |
495,872
+4,135
| +0.8% | +$47.7K | 1.42% | 20 |
|
|
2024
Q3 | $6.07M | Buy |
491,737
+3,959
| +0.8% | +$48.9K | 1.44% | 20 |
|
|
2024
Q2 | $5.63M | Sell |
487,778
-12,046
| -2% | -$139K | 1.42% | 21 |
|
|
2024
Q1 | $5.94M | Buy |
499,824
+1,315
| +0.3% | +$15.6K | 1.49% | 21 |
|
|
2023
Q4 | $5.72M | Buy |
498,509
+41,490
| +9% | +$476K | 1.53% | 22 |
|
|
2023
Q3 | $5M | Buy |
457,019
+27,003
| +6% | +$296K | 1.47% | 23 |
|
|
2023
Q2 | $4.89M | Buy |
+430,016
| New | +$4.89M | 1.42% | 23 |
|