Farther Finance Advisors’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 | $268K | Sell |
24,085
-2,717
| -10% | -$30.2K | 0.01% | 1238 |
|
|
2025
Q1 | $302K | Buy |
26,802
+25,338
| +1,731% | +$285K | 0.01% | 1033 |
|
|
2024
Q4 | $16.9K | Sell |
1,464
-920
| -39% | -$10.6K | ﹤0.01% | 2156 |
|
|
2024
Q3 | $29.4K | Buy |
2,384
+53
| +2% | +$655 | ﹤0.01% | 1908 |
|
|
2024
Q2 | $26.9K | Sell |
2,331
-500
| -18% | -$5.76K | ﹤0.01% | 1666 |
|
|
2024
Q1 | $33.7K | Hold |
2,831
| – | – | ﹤0.01% | 1319 |
|
|
2023
Q4 | $32.5K | Sell |
2,831
-134
| -5% | -$1.54K | ﹤0.01% | 1178 |
|
|
2023
Q3 | $32.5K | Buy |
2,965
+165
| +6% | +$1.81K | 0.01% | 937 |
|
|
2023
Q2 | $31.8K | Buy |
2,800
+1,675
| +149% | +$19K | 0.01% | 832 |
|
|
2023
Q1 | $12.9K | Hold |
1,125
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $12.6K | Buy |
+1,125
| New | +$12.6K | ﹤0.01% | 872 |
|