SOA Wealth 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
Q3 | $18.3K | Buy |
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|
2025
Q2 | $17.3K | Sell |
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|
2025
Q1 | $25.9K | Buy |
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|
2024
Q4 | $26.2K | Buy |
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|
2024
Q3 | $27.7K | Buy |
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|
2024
Q2 | $25.5K | Sell |
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|
2024
Q1 | $34.6K | Buy |
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|
2023
Q4 | $32.9K | Buy |
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|
2023
Q3 | $31.3K | Buy |
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|
2023
Q2 | $31.9K | Buy |
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|
2023
Q1 | $31.7K | Buy |
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|
2022
Q4 | $30.5K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $32K | Buy |
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|
2022
Q1 | $35K | Buy |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $38K | Buy |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $37K | Buy |
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