Daymark Wealth Partners’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 | $343K | Buy |
30,799
+3,289
| +12% | +$36.6K | 0.01% | 426 |
|
|
2025
Q1 | $309K | Sell |
27,510
-116,923
| -81% | -$1.31M | 0.01% | 412 |
|
|
2024
Q4 | $1.67M | Sell |
144,433
-52,223
| -27% | -$602K | 0.07% | 180 |
|
|
2024
Q3 | $2.43M | Buy |
196,656
+4,882
| +3% | +$60.3K | 0.1% | 150 |
|
|
2024
Q2 | $2.21M | Buy |
191,774
+6,270
| +3% | +$72.4K | 0.1% | 152 |
|
|
2024
Q1 | $2.2M | Sell |
185,504
-4,709
| -2% | -$55.9K | 0.12% | 127 |
|
|
2023
Q4 | $2.18M | Sell |
190,213
-53,668
| -22% | -$616K | 0.13% | 124 |
|
|
2023
Q3 | $2.67M | Buy |
243,881
+1,642
| +0.7% | +$18K | 0.18% | 101 |
|
|
2023
Q2 | $2.75M | Sell |
242,239
-20,414
| -8% | -$232K | 0.2% | 98 |
|
|
2023
Q1 | $3.02M | Sell |
262,653
-504
| -0.2% | -$5.79K | 0.4% | 61 |
|
|
2022
Q4 | $2.94M | Buy |
+263,157
| New | +$2.94M | 0.52% | 47 |
|