Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.22M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $4.64M | Sell |
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|
2022
Q2 | $4.83M | Sell |
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|
2022
Q1 | $5.72M | Sell |
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|
2021
Q4 | $6.27M | Buy |
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|
2021
Q3 | $6.52M | Buy |
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|
2021
Q2 | $6.07M | Buy |
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|
2021
Q1 | $5.48M | Buy |
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|
2020
Q4 | $4.18M | Sell |
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|
2020
Q3 | $4.22M | Buy |
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|
2020
Q2 | $3.4M | Buy |
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|
2020
Q1 | $3.03M | Buy |
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|
2019
Q4 | $3M | Buy |
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