J.W. Cole Advisors’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
Q3 | $201K | Sell |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $182K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $133K | Buy |
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|
2023
Q1 | $124K | Sell |
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $137K | Sell |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $560K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $421K | Buy |
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