Lion Street Advisors’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 | $1.06M | Buy |
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|
2025
Q2 | $429K | Sell |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $499K | Hold |
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $499K | Hold |
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|
2023
Q4 | $499K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $573K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $633K | Buy |
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|
2021
Q3 | $571K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $307K | Buy |
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