NorthRock Partners’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 | $4.98K | Hold |
447
| – | – | ﹤0.01% | 860 |
|
|
2025
Q1 | $5.02K | Buy |
+447
| New | +$5.02K | ﹤0.01% | 791 |
|
|
2024
Q3 | – | Sell |
-5,458
| Closed | -$63K | – | 852 |
|
|
2024
Q2 | $63K | Sell |
5,458
-11,528
| -68% | -$133K | ﹤0.01% | 642 |
|
|
2024
Q1 | $202K | Buy |
16,986
+14
| +0.1% | +$166 | 0.01% | 577 |
|
|
2023
Q4 | $195K | Buy |
+16,972
| New | +$195K | 0.01% | 551 |
|