CWM
Collaborative Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,629
| Closed | -$146K | – | 178 |
|
|
2024
Q4 | $146K | Buy |
+12,629
| New | +$146K | 0.07% | 172 |
|
|
2023
Q4 | – | Sell |
-18,182
| Closed | -$199K | – | 172 |
|
|
2023
Q3 | $199K | Buy |
18,182
+4,196
| +30% | +$45.9K | 0.12% | 153 |
|
|
2023
Q2 | $159K | Buy |
+13,986
| New | +$159K | 0.09% | 165 |
|