McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $657K | Sell |
|
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $2M | Buy |
|