Legacy Private Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Hold |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $251K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $205K | Sell |
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|
2016
Q3 | $422K | Sell |
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|
2016
Q2 | $2.76M | Sell |
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|
2016
Q1 | $8.83M | Sell |
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|
2015
Q4 | $9.28M | Buy |
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|
2015
Q3 | $8.93M | Buy |
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|
2015
Q2 | $8.67M | Buy |
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|
2015
Q1 | $8.26M | Buy |
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|
2014
Q4 | $7.73M | Buy |
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|
2014
Q3 | $6.5M | Buy |
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|
2014
Q2 | $4.95M | Buy |
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|
2014
Q1 | $1.2M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $403K | Sell |
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|
2013
Q2 | $578K | Buy |
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