Columbia Advisory Partners’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 | – | Sell |
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|
2025
Q2 | $162K | Sell |
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|
2025
Q1 | $164K | Buy |
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|
2024
Q4 | $167K | Sell |
|
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|
2024
Q3 | $186K | Buy |
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|
2024
Q2 | $155K | Sell |
|
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|
2024
Q1 | $169K | Sell |
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|
2023
Q4 | $177K | Sell |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.48M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.17M | Buy |
|