Spire Wealth Management’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 | $5.12K | Hold |
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|
2025
Q2 | $4.91K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $24.1K | Sell |
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|
2024
Q3 | $46K | Sell |
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|
2024
Q2 | $44.5K | Sell |
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|
2024
Q1 | $46.6K | Sell |
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|
2023
Q4 | $45.9K | Sell |
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|
2023
Q3 | $47.4K | Buy |
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|
2023
Q2 | $47.4K | Buy |
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|
2023
Q1 | $47.3K | Buy |
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|
2022
Q4 | $44K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $166K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $158K | Buy |
|