Kingsview Wealth Management’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 | $812K | Sell |
72,941
-8,166
| -10% | -$90.9K | 0.01% | 637 |
|
|
2025
Q1 | $910K | Sell |
81,107
-4,650
| -5% | -$52.2K | 0.02% | 568 |
|
|
2024
Q4 | $989K | Sell |
85,757
-8,229
| -9% | -$94.9K | 0.02% | 553 |
|
|
2024
Q3 | $1.16M | Sell |
93,986
-1,453
| -2% | -$17.9K | 0.02% | 497 |
|
|
2024
Q2 | $1.1M | Buy |
95,439
+1,300
| +1% | +$15K | 0.03% | 486 |
|
|
2024
Q1 | $1.12M | Buy |
94,139
+703
| +0.8% | +$8.35K | 0.03% | 469 |
|
|
2023
Q4 | $1.07M | Sell |
93,436
-133,888
| -59% | -$1.54M | 0.03% | 449 |
|
|
2023
Q3 | $2.49M | Buy |
227,324
+200,823
| +758% | +$2.2M | 0.09% | 234 |
|
|
2023
Q2 | $301K | Buy |
26,501
+1,515
| +6% | +$17.2K | 0.01% | 740 |
|
|
2023
Q1 | $287K | Sell |
24,986
-732
| -3% | -$8.4K | 0.01% | 721 |
|
|
2022
Q4 | $288K | Sell |
25,718
-2,905
| -10% | -$32.5K | 0.01% | 683 |
|
|
2022
Q3 | $340K | Sell |
28,623
-3,649
| -11% | -$43.3K | 0.02% | 602 |
|
|
2022
Q2 | $398K | Buy |
32,272
+4,412
| +16% | +$54.4K | 0.02% | 586 |
|
|
2022
Q1 | $378K | Sell |
27,860
-3,660
| -12% | -$49.7K | 0.02% | 635 |
|
|
2021
Q4 | $473K | Sell |
31,520
-25,758
| -45% | -$387K | 0.02% | 583 |
|
|
2021
Q3 | $861K | Sell |
57,278
-58,112
| -50% | -$874K | 0.04% | 409 |
|
|
2021
Q2 | $1.77M | Buy |
115,390
+5,618
| +5% | +$86K | 0.09% | 249 |
|
|
2021
Q1 | $1.65M | Sell |
109,772
-2,533
| -2% | -$38K | 0.09% | 226 |
|
|
2020
Q4 | $1.71M | Sell |
112,305
-3,462
| -3% | -$52.8K | 0.12% | 179 |
|
|
2020
Q3 | $1.71M | Buy |
115,767
+68,259
| +144% | +$1.01M | 0.15% | 152 |
|
|
2020
Q2 | $671K | Buy |
47,508
+22,015
| +86% | +$311K | 0.07% | 272 |
|
|
2020
Q1 | $335K | Sell |
25,493
-4,348
| -15% | -$57.1K | 0.05% | 326 |
|
|
2019
Q4 | $448K | Buy |
29,841
+1,365
| +5% | +$20.5K | 0.06% | 300 |
|
|
2019
Q3 | $428K | Sell |
28,476
-4,640
| -14% | -$69.7K | 0.07% | 284 |
|
|
2019
Q2 | $484K | Sell |
33,116
-34,935
| -51% | -$511K | 0.08% | 251 |
|
|
2019
Q1 | $987K | Buy |
68,051
+55,467
| +441% | +$804K | 0.15% | 176 |
|
|
2018
Q4 | $170K | Sell |
12,584
-6,200
| -33% | -$83.8K | 0.04% | 341 |
|
|
2018
Q3 | $269K | Buy |
18,784
+700
| +4% | +$10K | 0.05% | 301 |
|
|
2018
Q2 | $263K | Buy |
18,084
+976
| +6% | +$14.2K | 0.06% | 280 |
|
|
2018
Q1 | $250K | Buy |
17,108
+2,233
| +15% | +$32.6K | 0.06% | 276 |
|
|
2017
Q4 | $221K | Buy |
14,875
+713
| +5% | +$10.6K | 0.08% | 287 |
|
|
2017
Q3 | $213K | Buy |
14,162
+601
| +4% | +$9.04K | 0.09% | 258 |
|
|
2017
Q2 | $205K | Buy |
+13,561
| New | +$205K | 0.11% | 237 |
|