EverSource 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 | $34.5K | Hold |
3,100
| – | – | ﹤0.01% | 1867 |
|
|
2025
Q1 | $34.8K | Hold |
3,100
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q4 | $35.7K | Sell |
3,100
-33
| -1% | -$380 | ﹤0.01% | 1338 |
|
|
2024
Q3 | $38.7K | Buy |
3,133
+33
| +1% | +$408 | ﹤0.01% | 1178 |
|
|
2024
Q2 | $36K | Buy |
3,100
+400
| +15% | +$4.64K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $30.6K | Sell |
2,700
-442
| -14% | -$5K | ﹤0.01% | 1181 |
|
|
2023
Q4 | $36K | Buy |
3,142
+442
| +16% | +$5.07K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $29.6K | Sell |
2,700
-2,348
| -47% | -$25.7K | ﹤0.01% | 989 |
|
|
2023
Q2 | $57.4K | Sell |
5,048
-3,300
| -40% | -$37.5K | 0.01% | 786 |
|
|
2023
Q1 | $95.8K | Sell |
8,348
-442
| -5% | -$5.07K | 0.01% | 554 |
|
|
2022
Q4 | $98.3K | Sell |
8,790
-56,225
| -86% | -$629K | 0.01% | 515 |
|
|
2022
Q3 | $772K | Buy |
65,015
+64,662
| +18,318% | +$768K | 0.18% | 111 |
|
|
2022
Q2 | $4K | Buy |
+353
| New | +$4K | ﹤0.01% | 1338 |
|