SkyOak Wealth’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 | $331K | Buy |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $332K | Buy |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $154K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $142K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $157K | Hold |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $154K | Sell |
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|
2020
Q2 | $165K | Hold |
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|
2020
Q1 | $154K | Sell |
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|
2019
Q4 | $215K | Buy |
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