Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $116K | Sell |
|
|||||
|
2023
Q2 | $157K | Sell |
|
|||||
|
2023
Q1 | $193K | Sell |
|
|||||
|
2022
Q4 | $195K | Sell |
|
|||||
|
2022
Q3 | $297K | Sell |
|
|||||
|
2022
Q2 | $381K | Sell |
|
|||||
|
2022
Q1 | $480K | Buy |
|
|||||
|
2021
Q4 | $477K | Sell |
|
|||||
|
2021
Q3 | $912K | Sell |
|
|||||
|
2021
Q2 | $957K | Buy |
|
|||||
|
2021
Q1 | $750K | Sell |
|
|||||
|
2020
Q4 | $783K | Buy |
|
|||||
|
2020
Q3 | $736K | Buy |
|
|||||
|
2020
Q2 | $128K | Hold |
|
|||||
|
2020
Q1 | $121K | Hold |
|
|||||
|
2019
Q4 | $135K | Buy |
|