Mattern Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,000
| Closed | -$124K | – | 180 |
|
|
2024
Q3 | $124K | Hold |
10,000
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $116K | Hold |
10,000
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $119K | Hold |
10,000
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $115K | Sell |
10,000
-400
| -4% | -$4.59K | 0.03% | 172 |
|
|
2023
Q3 | $114K | Buy |
+10,400
| New | +$114K | 0.03% | 166 |
|