Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $911K | Sell |
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|
2021
Q1 | $894K | Sell |
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|
2020
Q4 | $2.28M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.59M | Buy |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $253K | Buy |
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