Sax Wealth 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 | $195K | Sell |
17,509
-1,547
| -8% | -$17.2K | 0.01% | 413 |
|
|
2025
Q1 | $214K | Sell |
19,056
-2,895
| -13% | -$32.5K | 0.02% | 343 |
|
|
2024
Q4 | $253K | Buy |
21,951
+1,440
| +7% | +$16.6K | 0.02% | 288 |
|
|
2024
Q3 | $253K | Buy |
20,511
+2,946
| +17% | +$36.4K | 0.02% | 245 |
|
|
2024
Q2 | $203K | Buy |
17,565
+1,510
| +9% | +$17.4K | 0.02% | 263 |
|
|
2024
Q1 | $191K | Hold |
16,055
| – | – | 0.02% | 183 |
|
|
2023
Q4 | $184K | Sell |
16,055
-105,206
| -87% | -$1.21M | 0.03% | 183 |
|
|
2023
Q3 | $1.33M | Buy |
121,261
+188
| +0.2% | +$2.06K | 0.26% | 55 |
|
|
2023
Q2 | $1.38M | Sell |
121,073
-14,581
| -11% | -$166K | 0.27% | 53 |
|
|
2023
Q1 | $1.56M | Sell |
135,654
-5,540
| -4% | -$63.6K | 0.34% | 49 |
|
|
2022
Q4 | $1.58M | Sell |
141,194
-1,661
| -1% | -$18.6K | 0.36% | 47 |
|
|
2022
Q3 | $1.7M | Buy |
142,855
+4,445
| +3% | +$52.8K | 0.44% | 42 |
|
|
2022
Q2 | $1.71M | Sell |
138,410
-35,867
| -21% | -$443K | 0.43% | 41 |
|
|
2022
Q1 | $2.37M | Sell |
174,277
-340
| -0.2% | -$4.61K | 0.57% | 36 |
|
|
2021
Q4 | $2.62M | Buy |
174,617
+15,438
| +10% | +$232K | 0.55% | 37 |
|
|
2021
Q3 | $2.39M | Buy |
159,179
+12,118
| +8% | +$182K | 0.57% | 35 |
|
|
2021
Q2 | $2.25M | Buy |
147,061
+19,000
| +15% | +$291K | 0.77% | 33 |
|
|
2021
Q1 | $1.92M | Buy |
128,061
+14,119
| +12% | +$212K | 0.7% | 38 |
|
|
2020
Q4 | $1.74M | Buy |
+113,942
| New | +$1.74M | 0.8% | 35 |
|