Consultiva 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 | $90.1K | Hold |
8,093
| – | – | 0.28% | 63 |
|
|
2025
Q1 | $90.8K | Hold |
8,093
| – | – | 0.31% | 60 |
|
|
2024
Q4 | $93.3K | Hold |
8,093
| – | – | 0.47% | 36 |
|
|
2024
Q3 | $99.9K | Hold |
8,093
| – | – | 0.8% | 13 |
|
|
2024
Q2 | $93.5K | Hold |
8,093
| – | – | 0.85% | 13 |
|
|
2024
Q1 | $96.1K | Buy |
+8,093
| New | +$96.1K | 0.9% | 12 |
|
|
2023
Q3 | $88.6K | Buy |
+8,093
| New | +$88.6K | 2.27% | 8 |
|