Golden State Equity Partners’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 | $145K | Sell |
12,996
-4
| -0% | -$45 | 0.03% | 423 |
|
|
2025
Q1 | $146K | Sell |
13,000
-628
| -5% | -$7.05K | 0.03% | 419 |
|
|
2024
Q4 | $157K | Buy |
+13,628
| New | +$157K | 0.03% | 424 |
|
|
2024
Q3 | – | Sell |
-13,903
| Closed | -$161K | – | 879 |
|
|
2024
Q2 | $161K | Buy |
+13,903
| New | +$161K | 0.03% | 393 |
|
|
2023
Q4 | $156K | Hold |
13,558
| – | – | 0.04% | 348 |
|
|
2023
Q3 | $148K | Hold |
13,558
| – | – | 0.04% | 323 |
|
|
2023
Q2 | $154K | Buy |
+13,558
| New | +$154K | 0.04% | 353 |
|