Intrepid Financial Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Sell |
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|
2025
Q1 | $9.59M | Sell |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $13.3M | Sell |
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|
2024
Q2 | $13.2M | Sell |
|
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $13.6M | Sell |
|
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|
2023
Q3 | $14.4M | Sell |
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|
2023
Q2 | $15.2M | Sell |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $15.2M | Sell |
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|
2022
Q3 | $16.7M | Buy |
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|
2022
Q2 | $16.3M | Buy |
|