Leading Edge Financial Planning’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 | $154K | Buy |
+13,827
| New | +$154K | 0.04% | 58 |
|
|
2024
Q2 | – | Sell |
-10,669
| Closed | -$127K | – | 55 |
|
|
2024
Q1 | $127K | Sell |
10,669
-21,303
| -67% | -$253K | 0.06% | 53 |
|
|
2023
Q4 | $367K | Buy |
31,972
+6,967
| +28% | +$79.9K | 0.19% | 36 |
|
|
2023
Q3 | $274K | Sell |
25,005
-4,739
| -16% | -$51.9K | 0.18% | 56 |
|
|
2023
Q2 | $338K | Buy |
29,744
+5,275
| +22% | +$60K | 0.22% | 41 |
|
|
2023
Q1 | $281K | Buy |
24,469
+133
| +0.5% | +$1.53K | 0.2% | 53 |
|
|
2022
Q4 | $272K | Buy |
+24,336
| New | +$272K | 0.24% | 56 |
|