Prime Capital Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,809
| Closed | -$121K | – | 1044 |
|
|
2025
Q1 | $121K | Buy |
+10,809
| New | +$121K | ﹤0.01% | 1001 |
|
|
2024
Q2 | – | Sell |
-10,743
| Closed | -$128K | – | 987 |
|
|
2024
Q1 | $128K | Buy |
10,743
+465
| +5% | +$5.52K | ﹤0.01% | 949 |
|
|
2023
Q4 | $118K | Buy |
+10,278
| New | +$118K | ﹤0.01% | 907 |
|
|
2023
Q1 | – | Sell |
-10,936
| Closed | -$122K | – | 619 |
|
|
2022
Q4 | $122K | Buy |
+10,936
| New | +$122K | ﹤0.01% | 508 |
|
|
2021
Q1 | – | Sell |
-338
| Closed | -$5K | – | 493 |
|
|
2020
Q4 | $5K | Buy |
+338
| New | +$5K | ﹤0.01% | 420 |
|