Financial Gravity Asset Management’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
Q3 | $17.4K | Buy |
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|
2025
Q1 | $16.8K | Buy |
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|
2024
Q2 | $17.3K | Sell |
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|
2024
Q1 | $112K | Sell |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $343 | Hold |
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|
2023
Q1 | $6.48K | Buy |
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|
2022
Q4 | $321 | Sell |
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|
2022
Q3 | $7.15K | Sell |
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|
2022
Q2 | $7.44K | Buy |
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|
2022
Q1 | $8.23K | Sell |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $15K | Sell |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | $20 | Buy |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Sell |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q3 | $134K | Buy |
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|
2018
Q2 | $126K | Buy |
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|
2018
Q1 | $110K | Buy |
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