Hilton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.71M | Hold |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $681K | Hold |
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|
2022
Q3 | $681K | Hold |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $4.61M | Sell |
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|
2021
Q3 | $4.69M | Buy |
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|
2021
Q2 | $4.73M | Buy |
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|
2021
Q1 | $4.57M | Sell |
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|
2020
Q4 | $36M | Sell |
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|
2020
Q3 | $57.1M | Buy |
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|
2020
Q2 | $34.1M | Buy |
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|
2020
Q1 | $430K | Buy |
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