SOA Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Sell |
1,554
-756
| -33% | -$8.41K | ﹤0.01% | 530 |
|
|
2025
Q1 | $25.9K | Buy |
2,310
+34
| +1% | +$381 | 0.01% | 428 |
|
|
2024
Q4 | $26.2K | Buy |
2,276
+33
| +1% | +$381 | ﹤0.01% | 413 |
|
|
2024
Q3 | $27.7K | Buy |
2,243
+32
| +1% | +$395 | 0.01% | 402 |
|
|
2024
Q2 | $25.5K | Sell |
2,211
-702
| -24% | -$8.11K | 0.01% | 403 |
|
|
2024
Q1 | $34.6K | Buy |
2,913
+41
| +1% | +$487 | 0.01% | 356 |
|
|
2023
Q4 | $32.9K | Buy |
2,872
+18
| +0.6% | +$206 | 0.01% | 347 |
|
|
2023
Q3 | $31.3K | Buy |
2,854
+44
| +2% | +$482 | 0.01% | 345 |
|
|
2023
Q2 | $31.9K | Buy |
2,810
+45
| +2% | +$512 | 0.01% | 345 |
|
|
2023
Q1 | $31.7K | Buy |
2,765
+40
| +1% | +$459 | 0.01% | 345 |
|
|
2022
Q4 | $30.5K | Buy |
2,725
+43
| +2% | +$481 | 0.01% | 344 |
|
|
2022
Q3 | $31K | Buy |
2,682
+50
| +2% | +$578 | 0.01% | 318 |
|
|
2022
Q2 | $32K | Buy |
2,632
+34
| +1% | +$413 | 0.01% | 313 |
|
|
2022
Q1 | $35K | Buy |
2,598
+30
| +1% | +$404 | 0.01% | 362 |
|
|
2021
Q4 | $38K | Buy |
2,568
+30
| +1% | +$444 | 0.01% | 336 |
|
|
2021
Q3 | $38K | Buy |
2,538
+25
| +1% | +$374 | 0.01% | 346 |
|
|
2021
Q2 | $38K | Buy |
2,513
+15
| +0.6% | +$227 | 0.01% | 349 |
|
|
2021
Q1 | $37K | Sell |
2,498
-15
| -0.6% | -$222 | 0.01% | 305 |
|
|
2020
Q4 | $37K | Buy |
+2,513
| New | +$37K | 0.01% | 301 |
|