Larson 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 | $17.9K | Buy |
1,612
+23
| +1% | +$256 | ﹤0.01% | 1530 |
|
|
2025
Q1 | $17.8K | Buy |
1,589
+23
| +1% | +$258 | ﹤0.01% | 1400 |
|
|
2024
Q4 | $18.1K | Buy |
1,566
+23
| +1% | +$265 | ﹤0.01% | 1254 |
|
|
2024
Q3 | $19.1K | Buy |
1,543
+22
| +1% | +$272 | ﹤0.01% | 1228 |
|
|
2024
Q2 | $17.6K | Buy |
+1,521
| New | +$17.6K | ﹤0.01% | 1090 |
|
|
2021
Q1 | – | Sell |
-142
| Closed | -$2K | – | 904 |
|
|
2020
Q4 | $2K | Buy |
142
+10
| +8% | +$141 | ﹤0.01% | 648 |
|
|
2020
Q3 | $2K | Sell |
132
-689
| -84% | -$10.4K | ﹤0.01% | 609 |
|
|
2020
Q2 | $12K | Buy |
821
+706
| +614% | +$10.3K | 0.01% | 361 |
|
|
2020
Q1 | $2K | Buy |
115
+3
| +3% | +$52 | ﹤0.01% | 439 |
|
|
2019
Q4 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 463 |
|