JDM Financial Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Hold |
2,370
| – | – | 0.01% | 119 |
|
|
2025
Q1 | $26.6K | Hold |
2,370
| – | – | 0.01% | 115 |
|
|
2024
Q4 | $27.3K | Hold |
2,370
| – | – | 0.01% | 116 |
|
|
2024
Q3 | $29.3K | Hold |
2,370
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $27.4K | Hold |
2,370
| – | – | 0.02% | 102 |
|
|
2024
Q1 | $28.2K | Hold |
2,370
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $27.2K | Hold |
2,370
| – | – | 0.02% | 90 |
|
|
2023
Q3 | $26K | Hold |
2,370
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $26.9K | Sell |
2,370
-2,150
| -48% | -$24.4K | 0.02% | 91 |
|
|
2023
Q1 | $51.9K | Hold |
4,520
| – | – | 0.05% | 67 |
|
|
2022
Q4 | $50.5K | Buy |
+4,520
| New | +$50.5K | 0.05% | 66 |
|