GeoWealth 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
Q4 | $1.82M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.91K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.98K | Sell |
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|
2024
Q3 | $3.42K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $124K | Sell |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $929K | Buy |
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|
2021
Q3 | $860K | Sell |
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|
2021
Q2 | $2.87M | Sell |
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|
2021
Q1 | $3.38M | Sell |
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|
2020
Q4 | $3.49M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $185K | Buy |
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