Richardson Financial Services’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 | $5.57K | Hold |
500
| – | – | ﹤0.01% | 461 |
|
|
2025
Q1 | $5.61K | Hold |
500
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $5.77K | Sell |
500
-500
| -50% | -$5.77K | ﹤0.01% | 450 |
|
|
2024
Q3 | $12K | Buy |
1,000
+500
| +100% | +$5.98K | 0.01% | 392 |
|
|
2024
Q2 | $5.78K | Hold |
500
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $5.94K | Buy |
+500
| New | +$5.94K | ﹤0.01% | 458 |
|