Spire Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.91K | Buy |
+441
| New | +$4.91K | ﹤0.01% | 1951 |
|
|
2025
Q1 | – | Sell |
-2,087
| Closed | -$24.1K | – | 2555 |
|
|
2024
Q4 | $24.1K | Sell |
2,087
-1,638
| -44% | -$18.9K | ﹤0.01% | 1560 |
|
|
2024
Q3 | $46K | Sell |
3,725
-132
| -3% | -$1.63K | ﹤0.01% | 1156 |
|
|
2024
Q2 | $44.5K | Sell |
3,857
-67
| -2% | -$774 | ﹤0.01% | 1161 |
|
|
2024
Q1 | $46.6K | Sell |
3,924
-27
| -0.7% | -$321 | ﹤0.01% | 1240 |
|
|
2023
Q4 | $45.9K | Sell |
3,951
-377
| -9% | -$4.38K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $47.4K | Buy |
4,328
+159
| +4% | +$1.74K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $47.4K | Buy |
4,169
+49
| +1% | +$557 | ﹤0.01% | 1219 |
|
|
2023
Q1 | $47.3K | Buy |
4,120
+215
| +6% | +$2.47K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $44K | Buy |
3,905
+44
| +1% | +$496 | ﹤0.01% | 1032 |
|
|
2022
Q3 | $46K | Sell |
3,861
-3,920
| -50% | -$46.7K | ﹤0.01% | 979 |
|
|
2022
Q2 | $96K | Sell |
7,781
-27,715
| -78% | -$342K | ﹤0.01% | 1049 |
|
|
2022
Q1 | $510K | Buy |
35,496
+27,790
| +361% | +$399K | 0.01% | 567 |
|
|
2021
Q4 | $116K | Sell |
7,706
-3,334
| -30% | -$50.2K | ﹤0.01% | 1337 |
|
|
2021
Q3 | $166K | Buy |
11,040
+485
| +5% | +$7.29K | ﹤0.01% | 995 |
|
|
2021
Q2 | $162K | Buy |
10,555
+44
| +0.4% | +$675 | ﹤0.01% | 1008 |
|
|
2021
Q1 | $158K | Buy |
+10,511
| New | +$158K | ﹤0.01% | 1172 |
|