Patriot Financial Group Insurance Agency’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 | – | Sell |
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|
2025
Q2 | $165K | Sell |
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|
2025
Q1 | $193K | Buy |
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|
2024
Q4 | $191K | Buy |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $165K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $45K | Sell |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $160K | Sell |
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|
2021
Q2 | $199K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $185K | Buy |
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|
2020
Q3 | $146K | Buy |
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|
2020
Q2 | $120K | Hold |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $169K | Buy |
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|
2019
Q2 | $147K | Buy |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $29K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | $21K | Buy |
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|
2017
Q2 | $21K | Buy |
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