Envestnet Portfolio Solutions’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 | $273K | Hold |
24,516
| – | – | ﹤0.01% | 1383 |
|
|
2025
Q1 | $275K | Hold |
24,516
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q4 | $283K | Buy |
24,516
+400
| +2% | +$4.61K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $298K | Buy |
24,116
+10,994
| +84% | +$136K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $152K | Sell |
13,122
-9,808
| -43% | -$113K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $272K | Sell |
22,930
-925
| -4% | -$11K | ﹤0.01% | 1408 |
|
|
2023
Q4 | $274K | Sell |
23,855
-2,003
| -8% | -$23K | ﹤0.01% | 1344 |
|
|
2023
Q3 | $283K | Buy |
+25,858
| New | +$283K | ﹤0.01% | 1257 |
|