Shepherd Kaplan Krochuk’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
Q2 | $1.69M | Buy |
|
|||||
|
2025
Q1 | $1.63M | Sell |
|
|||||
|
2024
Q4 | $1.74M | Sell |
|
|||||
|
2024
Q3 | $2.03M | Sell |
|
|||||
|
2024
Q2 | $1.92M | Buy |
|
|||||
|
2024
Q1 | $1.87M | Buy |
|
|||||
|
2023
Q4 | $1.74M | Sell |
|
|||||
|
2023
Q3 | $1.82M | Buy |
|
|||||
|
2023
Q2 | $1.83M | Buy |
|
|||||
|
2023
Q1 | $1.75M | Sell |
|
|||||
|
2022
Q4 | $1.72M | Sell |
|
|||||
|
2022
Q3 | $2.06M | Sell |
|
|||||
|
2022
Q2 | $2.43M | Buy |
|
|||||
|
2022
Q1 | $2.29M | Sell |
|
|||||
|
2021
Q4 | $3.82M | Sell |
|
|||||
|
2021
Q3 | $4.07M | Sell |
|
|||||
|
2021
Q2 | $4.3M | Buy |
|
|||||
|
2021
Q1 | $2.7M | Sell |
|
|||||
|
2020
Q4 | $3.92M | Sell |
|
|||||
|
2020
Q3 | $6.53M | Buy |
|
|||||
|
2020
Q2 | $1.57M | Buy |
|