J.W. Coons 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
Q2 | $240K | Hold |
|
|||||
|
2025
Q1 | $242K | Sell |
|
|||||
|
2024
Q4 | $297K | Sell |
|
|||||
|
2024
Q3 | $347K | Buy |
|
|||||
|
2024
Q2 | $305K | Sell |
|
|||||
|
2024
Q1 | $391K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $669K | Sell |
|
|||||
|
2023
Q2 | $714K | Sell |
|
|||||
|
2023
Q1 | $835K | Hold |
|
|||||
|
2022
Q4 | $813K | Sell |
|
|||||
|
2022
Q3 | $1.08M | Hold |
|
|||||
|
2022
Q2 | $1.12M | Sell |
|
|||||
|
2022
Q1 | $1.25M | Sell |
|
|||||
|
2021
Q4 | $1.4M | Buy |
|
|||||
|
2021
Q3 | $1.04M | Buy |
|
|||||
|
2021
Q2 | $834K | Sell |
|
|||||
|
2021
Q1 | $991K | Buy |
|
|||||
|
2020
Q4 | $558K | Sell |
|
|||||
|
2020
Q3 | $681K | Buy |
|
|||||
|
2020
Q2 | $471K | Buy |
|
|||||
|
2020
Q1 | $355K | Buy |
|