Global Assets Advisory’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 | – | Sell |
-12,594
| Closed | -$140K | – | 275 |
|
|
2025
Q1 | $140K | Buy |
+12,594
| New | +$140K | 0.03% | 256 |
|
|
2024
Q2 | – | Sell |
-59,726
| Closed | -$5.02M | – | 382 |
|
|
2024
Q1 | $5.02M | Buy |
+59,726
| New | +$5.02M | 0.23% | 89 |
|
|
2022
Q4 | – | Sell |
-21,090
| Closed | -$237K | – | 149 |
|
|
2022
Q3 | $237K | Buy |
+21,090
| New | +$237K | 0.24% | 111 |
|