Mosaic Financial Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
98,322
+320
| +0.3% | +$3.56K | 0.84% | 31 |
|
|
2025
Q1 | $1.1M | Sell |
98,002
-7,565
| -7% | -$84.9K | 0.89% | 30 |
|
|
2024
Q4 | $1.22M | Buy |
105,567
+414
| +0.4% | +$4.77K | 0.87% | 29 |
|
|
2024
Q3 | $1.3M | Sell |
105,153
-1,103
| -1% | -$13.6K | 0.92% | 27 |
|
|
2024
Q2 | $1.23M | Buy |
106,256
+385
| +0.4% | +$4.45K | 0.88% | 31 |
|
|
2024
Q1 | $1.26M | Buy |
+105,871
| New | +$1.26M | 1.01% | 29 |
|