Golden State Wealth Management’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 | $1.44K | Hold |
129
| – | – | ﹤0.01% | 1396 |
|
|
2025
Q1 | $1.45K | Hold |
129
| – | – | ﹤0.01% | 1370 |
|
|
2024
Q4 | $1.49K | Buy |
+129
| New | +$1.49K | ﹤0.01% | 1293 |
|
|
2020
Q4 | – | Sell |
-10,448
| Closed | -$154K | – | 367 |
|
|
2020
Q3 | $154K | Sell |
10,448
-15,471
| -60% | -$228K | 0.05% | 216 |
|
|
2020
Q2 | $366K | Buy |
25,919
+108
| +0.4% | +$1.53K | 0.12% | 115 |
|
|
2020
Q1 | $340K | Buy |
+25,811
| New | +$340K | 0.15% | 105 |
|
|
2019
Q4 | – | Sell |
-26,774
| Closed | -$402K | – | 670 |
|
|
2019
Q3 | $402K | Buy |
26,774
+107
| +0.4% | +$1.61K | 0.13% | 123 |
|
|
2019
Q2 | $390K | Sell |
26,667
-1,021
| -4% | -$14.9K | 0.12% | 144 |
|
|
2019
Q1 | $401K | Buy |
+27,688
| New | +$401K | 0.13% | 136 |
|