SFA
Sequoia Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $788K | Sell |
70,791
-9,713
| -12% | -$108K | 0.01% | 783 |
|
|
2025
Q1 | $903K | Sell |
80,504
-6,090
| -7% | -$68.3K | 0.01% | 654 |
|
|
2024
Q4 | $998K | Buy |
86,594
+2,399
| +3% | +$27.7K | 0.01% | 579 |
|
|
2024
Q3 | $1.04M | Sell |
84,195
-3,781
| -4% | -$46.7K | 0.01% | 536 |
|
|
2024
Q2 | $1.02M | Sell |
87,976
-12,465
| -12% | -$144K | 0.01% | 479 |
|
|
2024
Q1 | $1.19M | Buy |
100,441
+5,551
| +6% | +$65.9K | 0.01% | 436 |
|
|
2023
Q4 | $1.09M | Sell |
94,890
-39,077
| -29% | -$448K | 0.01% | 501 |
|
|
2023
Q3 | $1.47M | Buy |
133,967
+19,335
| +17% | +$212K | 0.03% | 277 |
|
|
2023
Q2 | $1.3M | Buy |
114,632
+3,931
| +4% | +$44.7K | 0.02% | 303 |
|
|
2023
Q1 | $1.27M | Buy |
110,701
+7,473
| +7% | +$85.8K | 0.03% | 274 |
|
|
2022
Q4 | $1.15M | Buy |
103,228
+5,875
| +6% | +$65.7K | 0.03% | 262 |
|
|
2022
Q3 | $1.16M | Sell |
97,353
-39,756
| -29% | -$472K | 0.04% | 202 |
|
|
2022
Q2 | $1.69M | Sell |
137,109
-40,237
| -23% | -$497K | 0.05% | 191 |
|
|
2022
Q1 | $2.41M | Sell |
177,346
-248,098
| -58% | -$3.37M | 0.06% | 171 |
|
|
2021
Q4 | $6.38M | Buy |
425,444
+342,057
| +410% | +$5.13M | 0.17% | 98 |
|
|
2021
Q3 | $1.25M | Sell |
83,387
-340,902
| -80% | -$5.12M | 0.13% | 94 |
|
|
2021
Q2 | $6.5M | Buy |
424,289
+50,928
| +14% | +$780K | 0.24% | 75 |
|
|
2021
Q1 | $5.6M | Buy |
373,361
+35,727
| +11% | +$536K | 0.23% | 63 |
|
|
2020
Q4 | $5.15M | Buy |
337,634
+47,882
| +17% | +$731K | 0.24% | 59 |
|
|
2020
Q3 | $4.27M | Buy |
289,752
+59,281
| +26% | +$873K | 0.23% | 58 |
|
|
2020
Q2 | $3.25M | Buy |
230,471
+13,296
| +6% | +$188K | 0.19% | 63 |
|
|
2020
Q1 | $2.86M | Buy |
217,175
+9,453
| +5% | +$124K | 0.21% | 61 |
|
|
2019
Q4 | $3.12M | Buy |
+207,722
| New | +$3.12M | 0.2% | 68 |
|
|
2019
Q3 | – | Sell |
-109,848
| Closed | -$1.61M | – | 382 |
|
|
2019
Q2 | $1.61M | Sell |
109,848
-8,975
| -8% | -$131K | 0.12% | 97 |
|
|
2019
Q1 | $1.72M | Sell |
118,823
-380,849
| -76% | -$5.52M | 0.14% | 89 |
|
|
2018
Q4 | $6.73M | Sell |
499,672
-31,444
| -6% | -$424K | 0.78% | 23 |
|
|
2018
Q3 | $7.61M | Buy |
531,116
+2,585
| +0.5% | +$37K | 0.76% | 21 |
|
|
2018
Q2 | $7.7M | Buy |
528,531
+53,650
| +11% | +$781K | 0.82% | 21 |
|
|
2018
Q1 | $6.93M | Buy |
474,881
+90,357
| +23% | +$1.32M | 0.73% | 23 |
|
|
2017
Q4 | $5.71M | Buy |
384,524
+63,454
| +20% | +$943K | 0.6% | 32 |
|
|
2017
Q3 | $4.83M | Buy |
321,070
+71,055
| +28% | +$1.07M | 0.57% | 34 |
|
|
2017
Q2 | $3.78M | Buy |
250,015
+229,150
| +1,098% | +$3.46M | 0.47% | 48 |
|
|
2017
Q1 | $309K | Hold |
20,865
| – | – | 0.04% | 195 |
|
|
2016
Q4 | $297K | Buy |
+20,865
| New | +$297K | 0.04% | 194 |
|