Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.45K | Hold |
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|
2025
Q3 | $1.5K | Hold |
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|
2025
Q2 | $1.44K | Hold |
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|
2025
Q1 | $1.45K | Hold |
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|
2024
Q4 | $1.49K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $154K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $402K | Buy |
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|
2019
Q2 | $390K | Sell |
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|
2019
Q1 | $401K | Buy |
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