Pinnacle Wealth Management Advisory Group’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 | $243K | Buy |
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|
2025
Q2 | $160K | Sell |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $188K | Buy |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $166K | Sell |
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|
2023
Q4 | $178K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $159K | Sell |
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|
2020
Q1 | $151K | Buy |
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|
2019
Q4 | $165K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $214K | Buy |
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|
2018
Q1 | $198K | Sell |
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|
2017
Q4 | $211K | Sell |
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|
2017
Q3 | $219K | Buy |
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|
2017
Q2 | $214K | Buy |
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|
2017
Q1 | $193K | Buy |
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|
2016
Q4 | $178K | Sell |
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|
2016
Q3 | $249K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | $186K | Buy |
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|
2015
Q4 | $152K | Buy |
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