Rise 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
2023
Q4
Sell
-672
Closed -$7.36K 677
2023
Q3
$7.36K Buy
672
+11
+2% +$120 0.01% 340
2023
Q2
$7.52K Buy
661
+10
+2% +$114 0.01% 382
2023
Q1
$7.47K Buy
651
+10
+2% +$115 0.01% 403
2022
Q4
$7.17K Buy
641
+10
+2% +$112 0.01% 399
2022
Q3
$7K Buy
631
+9
+1% +$100 0.01% 397
2022
Q2
$8K Buy
622
+8
+1% +$103 0.01% 380
2022
Q1
$8K Buy
614
+8
+1% +$104 0.01% 362
2021
Q4
$9.09K Buy
+606
New +$9.09K 0.01% 336