Running Point Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
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2024
Q4 | $29.9K | Sell |
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2024
Q3 | $83K | Hold |
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2024
Q2 | $77.6K | Hold |
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2024
Q1 | $79.8K | Hold |
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2023
Q4 | $77.1K | Sell |
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2023
Q3 | $97.8K | Sell |
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2023
Q2 | $160K | Hold |
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2023
Q1 | $162K | Sell |
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2022
Q4 | $269K | Buy |
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2022
Q3 | $180K | Buy |
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2022
Q2 | $123K | Hold |
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2022
Q1 | $136K | Buy |
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