Gries Financial’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 | $176K | Sell |
15,823
-26,091
| -62% | -$290K | 0.03% | 290 |
|
|
2025
Q1 | $470K | Sell |
41,914
-36,747
| -47% | -$412K | 0.09% | 170 |
|
|
2024
Q4 | $907K | Sell |
78,661
-888
| -1% | -$10.2K | 0.16% | 127 |
|
|
2024
Q3 | $982K | Buy |
79,549
+23,350
| +42% | +$288K | 0.18% | 125 |
|
|
2024
Q2 | $649K | Sell |
56,199
-39,696
| -41% | -$458K | 0.13% | 132 |
|
|
2024
Q1 | $1.14M | Buy |
+95,895
| New | +$1.14M | 0.19% | 117 |
|