Corient Private Wealth’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 | $268K | Sell |
24,112
-98,662
| -80% | -$1.1M | ﹤0.01% | 2143 |
|
|
2025
Q1 | $1.38M | Buy |
122,774
+7,803
| +7% | +$87.6K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $1.39M | Buy |
114,971
+31,037
| +37% | +$374K | ﹤0.01% | 1158 |
|
|
2024
Q3 | $1.04M | Sell |
83,934
-5,722
| -6% | -$70.7K | ﹤0.01% | 1364 |
|
|
2024
Q2 | $1.04M | Buy |
89,656
+61,841
| +222% | +$715K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $330K | Sell |
27,815
-2,462
| -8% | -$29.2K | ﹤0.01% | 1831 |
|
|
2023
Q4 | $347K | Buy |
30,277
+18,797
| +164% | +$216K | ﹤0.01% | 1793 |
|
|
2023
Q3 | $126K | Buy |
+11,480
| New | +$126K | ﹤0.01% | 1987 |
|