StoneCrest 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 | – | Sell |
-165,349
| Closed | -$1.86M | – | 73 |
|
|
2025
Q1 | $1.86M | Sell |
165,349
-22,008
| -12% | -$247K | 1.18% | 30 |
|
|
2024
Q4 | $2.16M | Buy |
187,357
+9,612
| +5% | +$111K | 1.41% | 24 |
|
|
2024
Q3 | $2.2M | Buy |
177,745
+12,443
| +8% | +$154K | 1.6% | 21 |
|
|
2024
Q2 | $1.91M | Sell |
165,302
-16,933
| -9% | -$196K | 1.46% | 25 |
|
|
2024
Q1 | $2.16M | Buy |
182,235
+46,784
| +35% | +$556K | 1.87% | 19 |
|
|
2023
Q4 | $1.55M | Buy |
+135,451
| New | +$1.55M | 1.49% | 22 |
|