CSM Advisors’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
Q4 | – | Sell |
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|
2025
Q3 | $464K | Sell |
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|
2025
Q2 | $687K | Hold |
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|
2025
Q1 | $692K | Hold |
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|
2024
Q4 | $711K | Hold |
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|
2024
Q3 | $762K | Hold |
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|
2024
Q2 | $713K | Hold |
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|
2024
Q1 | $733K | Hold |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $676K | Hold |
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|
2023
Q2 | $702K | Hold |
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|
2023
Q1 | $709K | Hold |
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|
2022
Q4 | $689K | Hold |
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|
2022
Q3 | $733K | Hold |
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|
2022
Q2 | $762K | Hold |
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|
2022
Q1 | $838K | Hold |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $627K | Hold |
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|
2021
Q2 | $639K | Buy |
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