PSI 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 |
-61
| Closed | -$684 | – | 515 |
|
|
2025
Q1 | $684 | Sell |
61
-84
| -58% | -$942 | ﹤0.01% | 666 |
|
|
2024
Q4 | $1.67K | Buy |
145
+84
| +138% | +$969 | ﹤0.01% | 745 |
|
|
2024
Q3 | $753 | Hold |
61
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $705 | Hold |
61
| – | – | ﹤0.01% | 778 |
|
|
2024
Q1 | $725 | Hold |
61
| – | – | ﹤0.01% | 719 |
|
|
2023
Q4 | $700 | Hold |
61
| – | – | ﹤0.01% | 784 |
|
|
2023
Q3 | $668 | Hold |
61
| – | – | ﹤0.01% | 762 |
|
|
2023
Q2 | $694 | Hold |
61
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $700 | Hold |
61
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $682 | Hold |
61
| – | – | ﹤0.01% | 690 |
|
|
2022
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $1K | Hold |
61
| – | – | ﹤0.01% | 727 |
|
|
2022
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 683 |
|
|
2021
Q4 | $1K | Buy |
+61
| New | +$1K | ﹤0.01% | 727 |
|