Marshall Financial Group (Maryland)’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
Q2 | $214K | Hold |
19,040
| – | – | 0.04% | 241 |
|
|
2025
Q1 | $214K | Hold |
19,040
| – | – | 0.05% | 222 |
|
|
2024
Q4 | $220K | Hold |
19,040
| – | – | 0.05% | 207 |
|
|
2024
Q3 | $235K | Hold |
19,040
| – | – | 0.06% | 197 |
|
|
2024
Q2 | $220K | Sell |
19,040
-700
| -4% | -$8.09K | 0.06% | 161 |
|
|
2024
Q1 | $235K | Hold |
19,740
| – | – | 0.07% | 162 |
|
|
2023
Q4 | $226K | Hold |
19,740
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $216K | Hold |
19,740
| – | – | 0.08% | 157 |
|
|
2023
Q2 | $224K | Hold |
19,740
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $227K | Hold |
19,740
| – | – | 0.08% | 160 |
|
|
2022
Q4 | $221K | Sell |
19,740
-5,819
| -23% | -$65.1K | 0.09% | 162 |
|
|
2022
Q3 | $304K | Sell |
25,559
-1,900
| -7% | -$22.6K | 0.13% | 145 |
|
|
2022
Q2 | $339K | Sell |
27,459
-112,661
| -80% | -$1.39M | 0.14% | 145 |
|
|
2022
Q1 | $1.9M | Sell |
140,120
-339,730
| -71% | -$4.61M | 0.78% | 25 |
|
|
2021
Q4 | $7.2M | Buy |
+479,850
| New | +$7.2M | 2.65% | 6 |
|