HHM Wealth Advisors’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 | $12K | Sell |
1,080
-2,960
| -73% | -$32.9K | ﹤0.01% | 584 |
|
|
2025
Q1 | $45.3K | Buy |
4,040
+43
| +1% | +$483 | 0.01% | 376 |
|
|
2024
Q4 | $46.1K | Buy |
3,997
+43
| +1% | +$496 | 0.01% | 371 |
|
|
2024
Q3 | $48.8K | Buy |
3,954
+2,454
| +164% | +$30.3K | 0.01% | 348 |
|
|
2024
Q2 | $17.3K | Hold |
1,500
| – | – | ﹤0.01% | 477 |
|
|
2024
Q1 | $17.8K | Hold |
1,500
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $17.2K | Sell |
1,500
-250
| -14% | -$2.87K | ﹤0.01% | 427 |
|
|
2023
Q3 | $19.2K | Hold |
1,750
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $19.9K | Hold |
1,750
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $20.1K | Hold |
1,750
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $19.6K | Hold |
1,750
| – | – | ﹤0.01% | 364 |
|
|
2022
Q3 | $21K | Hold |
1,750
| – | – | 0.01% | 344 |
|
|
2022
Q2 | $22K | Hold |
1,750
| – | – | 0.01% | 414 |
|
|
2022
Q1 | $24K | Sell |
1,750
-1,023
| -37% | -$14K | 0.01% | 418 |
|
|
2021
Q4 | $42K | Hold |
2,773
| – | – | 0.01% | 332 |
|
|
2021
Q3 | $42K | Hold |
2,773
| – | – | 0.01% | 318 |
|
|
2021
Q2 | $42K | Hold |
2,773
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $42K | Hold |
2,773
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $42K | Hold |
2,773
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $41K | Hold |
2,773
| – | – | 0.02% | 245 |
|
|
2020
Q2 | $39K | Hold |
2,773
| – | – | 0.02% | 248 |
|
|
2020
Q1 | $36K | Buy |
+2,773
| New | +$36K | 0.02% | 237 |
|