FineMark National Bank & Trust’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 | $141K | Hold |
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|
2025
Q2 | $136K | Hold |
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|
2025
Q1 | $137K | Hold |
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|
2024
Q4 | $141K | Hold |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $143K | Buy |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $669K | Hold |
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|
2015
Q4 | $671K | Hold |
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|
2015
Q3 | $654K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $15K | Buy |
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