MassMutual Private Wealth & Trust’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
Q2 | $780K | Buy |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $717K | Buy |
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|
2021
Q2 | $660K | Buy |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $992K | Sell |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $905K | Buy |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q4 | $8K | Buy |
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