Edge Wealth Management’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 | $350K | Hold |
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|
2025
Q2 | $336K | Hold |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.73M | Sell |
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|
2020
Q4 | $3.3M | Sell |
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|
2020
Q3 | $3.42M | Sell |
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|
2020
Q2 | $3.76M | Sell |
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|
2020
Q1 | $3.65M | Sell |
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|
2019
Q4 | $24.7M | Buy |
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|
2019
Q3 | $22.8M | Sell |
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|
2019
Q2 | $22.4M | Buy |
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|
2019
Q1 | $21M | Buy |
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|
2018
Q4 | $14.7M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $7K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $7K | Hold |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $17K | Buy |
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