Matthew Goff Investment Advisor’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 | $136K | Sell |
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2025
Q2 | $150K | Hold |
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2025
Q1 | $151K | Hold |
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2024
Q4 | $155K | Hold |
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2024
Q3 | $166K | Hold |
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2024
Q2 | $155K | Hold |
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2024
Q1 | $160K | Hold |
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2023
Q4 | $154K | Hold |
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2023
Q3 | $147K | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $155K | Sell |
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2022
Q4 | $168K | Hold |
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2022
Q3 | $179K | Sell |
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2022
Q2 | $188K | Hold |
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2022
Q1 | $207K | Hold |
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2021
Q4 | $229K | Hold |
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2021
Q3 | $229K | Hold |
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2021
Q2 | $234K | Hold |
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2021
Q1 | $229K | Hold |
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2020
Q4 | $233K | Hold |
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2020
Q3 | $225K | Hold |
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2020
Q2 | $215K | Hold |
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2020
Q1 | $201K | Sell |
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2019
Q4 | $241K | Hold |
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2019
Q3 | $241K | Hold |
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2019
Q2 | $235K | Buy |
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