Level Four Advisory Services’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 | $379K | Buy |
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|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $177K | Hold |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $169K | Buy |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $177K | Buy |
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|
2022
Q4 | $140K | Buy |
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|
2022
Q3 | $142K | Hold |
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|
2022
Q2 | $147K | Hold |
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|
2022
Q1 | $162K | Hold |
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|
2021
Q4 | $179K | Sell |
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|
2021
Q3 | $187K | Sell |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $652K | Sell |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.65M | Sell |
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|
2017
Q3 | $1.72M | Buy |
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|
2017
Q2 | $171K | Hold |
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|
2017
Q1 | $171K | Buy |
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