Garrett Wealth Advisory Group’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
Q2 | – | Sell |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $5.96M | Sell |
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|
2024
Q3 | $8.86M | Buy |
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|
2024
Q2 | $8.05M | Buy |
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|
2024
Q1 | $8.22M | Buy |
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|
2023
Q4 | $7.78M | Buy |
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|
2023
Q3 | $6.26M | Buy |
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|
2023
Q2 | $6.2M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $188K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $704K | Sell |
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|
2021
Q1 | $725K | Sell |
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|
2020
Q4 | $814K | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $989K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $925K | Buy |
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|
2019
Q2 | $793K | Buy |
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|
2019
Q1 | $653K | Buy |
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|
2018
Q4 | $270K | Buy |
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