Perennial Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $134K | Sell |
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|
2023
Q4 | $169K | Sell |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $639K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | $260K | Buy |
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