Joule Financial’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 | $143K | Sell |
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|
2025
Q2 | $137K | Buy |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $211K | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $782K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $8.04M | Buy |
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|
2022
Q2 | $8.25M | Buy |
|