GJIA
Glass Jacobson Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,178
| Closed | -$106K | – | 766 |
|
|
2025
Q1 | $106K | Hold |
9,178
| – | – | 0.03% | 288 |
|
|
2024
Q4 | $106K | Sell |
9,178
-386
| -4% | -$4.45K | 0.03% | 288 |
|
|
2024
Q3 | $118K | Sell |
9,564
-680
| -7% | -$8.4K | 0.04% | 266 |
|
|
2024
Q2 | $118K | Sell |
10,244
-3,325
| -25% | -$38.4K | 0.04% | 255 |
|
|
2024
Q1 | $161K | Hold |
13,569
| – | – | 0.06% | 232 |
|
|
2023
Q4 | $156K | Sell |
13,569
-4,995
| -27% | -$57.3K | 0.06% | 229 |
|
|
2023
Q3 | $203K | Hold |
18,564
| – | – | 0.09% | 197 |
|
|
2023
Q2 | $211K | Buy |
+18,564
| New | +$211K | 0.1% | 189 |
|
|
2022
Q4 | $236K | Buy |
+21,139
| New | +$236K | 0.12% | 187 |
|