Independent Solutions Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $138K | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.62M | Buy |
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|
2021
Q3 | $3.37M | Buy |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.5M | Buy |
|