Christensen King & Associates Investment Services’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 | $622K | Buy |
55,874
+11,039
| +25% | +$123K | 0.29% | 51 |
|
|
2025
Q1 | $515K | Buy |
44,835
+330
| +0.7% | +$3.79K | 0.24% | 56 |
|
|
2024
Q4 | $512K | Buy |
44,505
+3,058
| +7% | +$35.2K | 0.24% | 56 |
|
|
2024
Q3 | $512K | Sell |
41,447
-1,546
| -4% | -$19.1K | 0.24% | 53 |
|
|
2024
Q2 | $497K | Sell |
42,993
-406
| -0.9% | -$4.69K | 0.25% | 54 |
|
|
2024
Q1 | $516K | Sell |
43,399
-5,187
| -11% | -$61.6K | 0.26% | 54 |
|
|
2023
Q4 | $557K | Buy |
+48,586
| New | +$557K | 0.3% | 49 |
|