NewSquare Capital’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 | $1.71M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $966K | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $911K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $665K | Sell |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $968K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $489K | Buy |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $421K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $32K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Buy |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $8K | Buy |
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