Guardian Wealth Advisors (North Carolina)’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 | $26.7K | Hold |
2,400
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $26.9K | Hold |
2,400
| – | – | ﹤0.01% | 420 |
|
|
2024
Q4 | $27.7K | Hold |
2,400
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $29.6K | Hold |
2,400
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $27.7K | Hold |
2,400
| – | – | ﹤0.01% | 328 |
|
|
2024
Q1 | $28.5K | Hold |
2,400
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $27.5K | Hold |
2,400
| – | – | ﹤0.01% | 339 |
|
|
2023
Q3 | $26.3K | Hold |
2,400
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $27.3K | Hold |
2,400
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $27.6K | Hold |
2,400
| – | – | ﹤0.01% | 301 |
|
|
2022
Q4 | $26.8K | Hold |
2,400
| – | – | 0.01% | 283 |
|
|
2022
Q3 | $29K | Buy |
+2,400
| New | +$29K | 0.01% | 256 |
|