Strategic Investment Solutions’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 | $8.07K | Sell |
725
-2,174
| -75% | -$24.2K | ﹤0.01% | 383 |
|
2025
Q1 | $32.5K | Sell |
2,899
-1,128
| -28% | -$12.7K | 0.01% | 236 |
|
2024
Q4 | $46.4K | Buy |
4,027
+1,191
| +42% | +$13.7K | 0.02% | 213 |
|
2024
Q3 | $35K | Buy |
2,836
+20
| +0.7% | +$247 | 0.01% | 224 |
|
2024
Q2 | $35.1K | Buy |
+2,816
| New | +$35.1K | 0.01% | 207 |
|
2023
Q4 | $44.8K | Sell |
3,907
-256,337
| -98% | -$2.94M | 0.01% | 493 |
|
2023
Q3 | $2.91M | Buy |
260,244
+252,203
| +3,136% | +$2.82M | 0.04% | 189 |
|
2023
Q2 | $91.7K | Sell |
8,041
-26,837
| -77% | -$306K | 0.02% | 225 |
|
2023
Q1 | $400K | Sell |
34,878
-7,934
| -19% | -$91.1K | 0.08% | 118 |
|
2022
Q4 | $547K | Buy |
+42,812
| New | +$547K | 0.27% | 50 |
|