Montag & Associates’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 | $348 | Sell |
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|
2025
Q2 | $5K | Buy |
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|
2025
Q1 | $4.7K | Hold |
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|
2024
Q4 | $4.83K | Hold |
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|
2024
Q3 | $5.17K | Hold |
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|
2024
Q2 | $4.84K | Hold |
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|
2024
Q1 | $4.98K | Sell |
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|
2023
Q4 | $10.8K | Hold |
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|
2023
Q3 | $10.3K | Hold |
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|
2023
Q2 | $10.7K | Hold |
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|
2023
Q1 | $10.8K | Hold |
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|
2022
Q4 | $10.6K | Sell |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $20K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $21K | Buy |
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