Tompkins Financial’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 | $29.1K | Hold |
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|
2025
Q2 | $27.9K | Sell |
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|
2025
Q1 | $29K | Sell |
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|
2024
Q4 | $34.2K | Hold |
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|
2024
Q3 | $36.6K | Hold |
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|
2024
Q2 | $34.2K | Sell |
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|
2024
Q1 | $54.5K | Sell |
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|
2023
Q4 | $65.9K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $4.59M | Buy |
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|
2022
Q4 | $4.38M | Sell |
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|
2022
Q3 | $4.79M | Buy |
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|
2022
Q2 | $4.97M | Buy |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $5.55M | Buy |
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|
2021
Q3 | $5.45M | Buy |
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|
2021
Q1 | $5.27M | Buy |
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|
2020
Q4 | $5.19M | Buy |
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|
2020
Q3 | $4.52M | Buy |
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|
2020
Q2 | $4.23M | Buy |
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|
2020
Q1 | $3.76M | Sell |
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|
2019
Q4 | $4.35M | Buy |
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|
2019
Q3 | $4.05M | Buy |
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|
2019
Q2 | $3.94M | Buy |
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|
2019
Q1 | $3.88M | Buy |
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|
2018
Q4 | $3.38M | Sell |
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|
2018
Q3 | $3.72M | Sell |
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|
2018
Q2 | $3.8M | Buy |
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|
2018
Q1 | $3.68M | Sell |
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|
2017
Q4 | $3.84M | Buy |
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|
2017
Q3 | $3.78M | Buy |
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|
2017
Q2 | $3.74M | Sell |
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|
2017
Q1 | $3.67M | Buy |
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|
2016
Q4 | $2.82M | Buy |
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|
2016
Q3 | $2.94M | Buy |
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|
2016
Q2 | $2.93M | Buy |
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|
2016
Q1 | $2.84M | Buy |
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|
2015
Q4 | $2.75M | Buy |
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|
2015
Q3 | $2.63M | Buy |
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|
2015
Q2 | $2.6M | Sell |
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|
2015
Q1 | $2.67M | Buy |
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|
2014
Q4 | $2.52M | Buy |
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|
2014
Q3 | $1.9M | Sell |
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|
2014
Q2 | $2.52M | Sell |
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|
2014
Q1 | $2.67M | Sell |
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|
2013
Q4 | $3.06M | Sell |
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|
2013
Q3 | $4.61M | Buy |
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|
2013
Q2 | $4.05M | Buy |
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