EverSource Wealth 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
Q2 | $34.5K | Hold |
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|
2025
Q1 | $34.8K | Hold |
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|
2024
Q4 | $35.7K | Sell |
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|
2024
Q3 | $38.7K | Buy |
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|
2024
Q2 | $36K | Buy |
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|
2024
Q1 | $30.6K | Sell |
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|
2023
Q4 | $36K | Buy |
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|
2023
Q3 | $29.6K | Sell |
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|
2023
Q2 | $57.4K | Sell |
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|
2023
Q1 | $95.8K | Sell |
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|
2022
Q4 | $98.3K | Sell |
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|
2022
Q3 | $772K | Buy |
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|
2022
Q2 | $4K | Buy |
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