Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $699K | Sell |
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|
2024
Q1 | $698K | Hold |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $624K | Buy |
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|
2022
Q4 | $607K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $301K | Buy |
|