Stone Summit 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
Q3 | $360K | Sell |
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|
2025
Q2 | $564K | Buy |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $351K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $831K | Sell |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $492K | Buy |
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|
2021
Q4 | $523K | Buy |
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