Householder Group Estate & Retirement Specialist’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21K | Sell |
1,839
-11,075
| -86% | -$126K | 0.02% | 284 |
|
|
2024
Q3 | $159K | Sell |
12,914
-281
| -2% | -$3.46K | 0.05% | 291 |
|
|
2024
Q2 | $152K | Sell |
13,195
-904
| -6% | -$10.4K | 0.04% | 280 |
|
|
2024
Q1 | $168K | Sell |
14,099
-2,274
| -14% | -$27K | 0.05% | 264 |
|
|
2023
Q4 | $187K | Sell |
16,373
-7,055
| -30% | -$80.6K | 0.06% | 246 |
|
|
2023
Q3 | $257K | Buy |
+23,428
| New | +$257K | 0.09% | 184 |
|
|
2023
Q1 | $770K | Buy |
+67,077
| New | +$770K | 0.3% | 74 |
|
|
2022
Q4 | – | Sell |
-82,975
| Closed | -$985K | – | 882 |
|
|
2022
Q3 | $985K | Sell |
82,975
-9,146
| -10% | -$109K | 0.41% | 56 |
|
|
2022
Q2 | $1.14M | Sell |
92,121
-8,501
| -8% | -$105K | 0.51% | 45 |
|
|
2022
Q1 | $1.37M | Sell |
100,622
-10,271
| -9% | -$139K | 0.55% | 45 |
|
|
2021
Q4 | $1.66M | Buy |
+110,893
| New | +$1.66M | 0.62% | 37 |
|