LS Investment Advisors’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
Q1 | – | Sell |
-22,405
| Closed | -$258K | – | 133 |
|
2024
Q4 | $258K | Hold |
22,405
| – | – | 0.04% | 127 |
|
2024
Q3 | $277K | Hold |
22,405
| – | – | 0.04% | 126 |
|
2024
Q2 | $259K | Buy |
22,405
+4,415
| +25% | +$51K | 0.04% | 126 |
|
2024
Q1 | $214K | Hold |
17,990
| – | – | 0.03% | 135 |
|
2023
Q4 | $206K | Buy |
+17,990
| New | +$206K | 0.04% | 128 |
|