Paragon Private Wealth Management’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
Q2 | – | Sell |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $317K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $621K | Hold |
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|
2022
Q1 | $644K | Sell |
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|
2021
Q4 | $794K | Buy |
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