MGIA
Matthew Goff Investment Advisor’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
13,460
| – | – | 0.03% | 96 |
|
|
2025
Q1 | $151K | Hold |
13,460
| – | – | 0.03% | 104 |
|
|
2024
Q4 | $155K | Hold |
13,460
| – | – | 0.03% | 102 |
|
|
2024
Q3 | $166K | Hold |
13,460
| – | – | 0.03% | 101 |
|
|
2024
Q2 | $155K | Hold |
13,460
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $160K | Hold |
13,460
| – | – | 0.03% | 95 |
|
|
2023
Q4 | $154K | Hold |
13,460
| – | – | 0.03% | 91 |
|
|
2023
Q3 | $147K | Buy |
+13,460
| New | +$147K | 0.04% | 90 |
|
|
2023
Q2 | – | Sell |
-13,460
| Closed | -$155K | – | 93 |
|
|
2023
Q1 | $155K | Sell |
13,460
-1,584
| -11% | -$18.2K | 0.04% | 90 |
|
|
2022
Q4 | $168K | Hold |
15,044
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $179K | Sell |
15,044
-218
| -1% | -$2.59K | 0.05% | 78 |
|
|
2022
Q2 | $188K | Hold |
15,262
| – | – | 0.05% | 78 |
|
|
2022
Q1 | $207K | Hold |
15,262
| – | – | 0.05% | 81 |
|
|
2021
Q4 | $229K | Hold |
15,262
| – | – | 0.05% | 76 |
|
|
2021
Q3 | $229K | Hold |
15,262
| – | – | 0.06% | 85 |
|
|
2021
Q2 | $234K | Hold |
15,262
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $229K | Hold |
15,262
| – | – | 0.06% | 84 |
|
|
2020
Q4 | $233K | Hold |
15,262
| – | – | 0.07% | 79 |
|
|
2020
Q3 | $225K | Hold |
15,262
| – | – | 0.07% | 72 |
|
|
2020
Q2 | $215K | Hold |
15,262
| – | – | 0.07% | 73 |
|
|
2020
Q1 | $201K | Sell |
15,262
-767
| -5% | -$10.1K | 0.08% | 55 |
|
|
2019
Q4 | $241K | Hold |
16,029
| – | – | 0.09% | 53 |
|
|
2019
Q3 | $241K | Hold |
16,029
| – | – | 0.1% | 55 |
|
|
2019
Q2 | $235K | Buy |
+16,029
| New | +$235K | 0.1% | 53 |
|