Perennial Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $7.15M | Buy |
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|
2021
Q4 | $7.71M | Buy |
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|
2021
Q3 | $7.71M | Buy |
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|
2021
Q2 | $7.3M | Buy |
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|
2021
Q1 | $7M | Buy |
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|
2020
Q4 | $6.04M | Buy |
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|
2020
Q3 | $5.09M | Buy |
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|
2020
Q2 | $4.58M | Buy |
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|
2020
Q1 | $3.62M | Buy |
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|
2019
Q4 | $4.03M | Buy |
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|
2019
Q3 | $3.51M | Buy |
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|
2019
Q2 | $3.29M | Buy |
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|
2019
Q1 | $3.07M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.56M | Buy |
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|
2018
Q2 | $2.46M | Sell |
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|
2018
Q1 | $2.51M | Sell |
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|
2017
Q4 | $2.85M | Buy |
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|
2017
Q3 | $2.3M | Buy |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $1.31M | Buy |
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