Coastwise Capital Group’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 | $598K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $672K | Sell |
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|
2024
Q3 | $807K | Sell |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $856K | Buy |
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|
2023
Q4 | $820K | Sell |
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|
2023
Q3 | $938K | Sell |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $983K | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.31M | Buy |
|