Perigon 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
Q4 | – | Sell |
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|
2025
Q3 | $303K | Sell |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $273K | Sell |
|
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|
2024
Q4 | $285K | Sell |
|
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|
2024
Q3 | $328K | Sell |
|
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $272K | Buy |
|
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $746K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $813K | Sell |
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|
2017
Q3 | $830K | Buy |
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|
2017
Q2 | $582K | Buy |
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