Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $94.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $60K | Sell |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $62K | Buy |
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|
2021
Q1 | $60K | Sell |
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|
2020
Q4 | $61K | Buy |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $264K | Hold |
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|
2018
Q3 | $281K | Hold |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $292K | Sell |
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|
2017
Q3 | $309K | Hold |
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|
2017
Q2 | $310K | Hold |
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|
2017
Q1 | $304K | Hold |
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|
2016
Q4 | $292K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $313K | Hold |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $307K | Hold |
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|
2015
Q3 | $299K | Hold |
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|
2015
Q2 | $298K | Hold |
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|
2015
Q1 | $306K | Hold |
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|
2014
Q4 | $302K | Hold |
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|
2014
Q3 | $297K | Hold |
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|
2014
Q2 | $300K | Hold |
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|
2014
Q1 | $293K | Sell |
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|
2013
Q4 | $305K | Buy |
|