Fortitude Advisory Group’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 | $123K | Buy |
11,066
+2
| +0% | +$22 | 0.07% | 206 |
|
|
2025
Q1 | $120K | Buy |
11,064
+2
| +0% | +$22 | 0.09% | 189 |
|
|
2024
Q4 | $128K | Sell |
11,062
-2,807
| -20% | -$32.4K | 0.08% | 190 |
|
|
2024
Q3 | $171K | Buy |
13,869
+2
| +0% | +$25 | 0.11% | 194 |
|
|
2024
Q2 | $160K | Buy |
13,867
+1
| +0% | +$12 | 0.1% | 186 |
|
|
2024
Q1 | $165K | Buy |
+13,866
| New | +$165K | 0.09% | 203 |
|
|
2022
Q2 | – | Sell |
-9,329
| Closed | -$127K | – | 964 |
|
|
2022
Q1 | $127K | Buy |
9,329
+4,210
| +82% | +$57.3K | 0.07% | 290 |
|
|
2021
Q4 | $77K | Buy |
+5,119
| New | +$77K | 0.04% | 411 |
|