EWA
Etesian Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
65,967
-8,709
| -12% | -$96.9K | 0.27% | 75 |
|
|
2025
Q1 | $838K | Sell |
74,676
-1,056
| -1% | -$11.8K | 0.36% | 71 |
|
|
2024
Q4 | $873K | Sell |
75,732
-59,494
| -44% | -$686K | 0.39% | 66 |
|
|
2024
Q3 | $1.67M | Sell |
135,226
-17,102
| -11% | -$211K | 0.76% | 37 |
|
|
2024
Q2 | $1.76M | Sell |
152,328
-5,600
| -4% | -$64.7K | 0.99% | 29 |
|
|
2024
Q1 | $1.88M | Sell |
157,928
-5,426
| -3% | -$64.5K | 1.08% | 26 |
|
|
2023
Q4 | $1.88M | Sell |
163,354
-23,011
| -12% | -$265K | 1.13% | 24 |
|
|
2023
Q3 | $2.04M | Sell |
186,365
-9,672
| -5% | -$106K | 1.37% | 21 |
|
|
2023
Q2 | $2.23M | Buy |
196,037
+16,239
| +9% | +$185K | 1.45% | 20 |
|
|
2023
Q1 | $2.06M | Sell |
179,798
-12,726
| -7% | -$146K | 1.37% | 17 |
|
|
2022
Q4 | $2.15M | Buy |
+192,524
| New | +$2.15M | 1.57% | 14 |
|