Kingswood Wealth Advisors’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 | $141K | Sell |
12,675
-1,360
| -10% | -$15.1K | 0.01% | 722 |
|
|
2025
Q1 | $158K | Sell |
14,035
-14,200
| -50% | -$160K | 0.01% | 691 |
|
|
2024
Q4 | $326K | Buy |
28,235
+6,535
| +30% | +$75.3K | 0.02% | 580 |
|
|
2024
Q3 | $270K | Sell |
21,700
-4,799
| -18% | -$59.7K | 0.02% | 603 |
|
|
2024
Q2 | $306K | Buy |
+26,499
| New | +$306K | 0.03% | 512 |
|
|
2024
Q1 | – | Sell |
-22,204
| Closed | -$255K | – | 681 |
|
|
2023
Q4 | $255K | Buy |
22,204
+12,204
| +122% | +$140K | 0.03% | 519 |
|
|
2023
Q3 | $105K | Sell |
10,000
-11,700
| -54% | -$123K | 0.02% | 398 |
|
|
2023
Q2 | $247K | Buy |
+21,700
| New | +$247K | 0.08% | 221 |
|