Traverso Chambers Private Wealth Management’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 | $6.62M | Buy |
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|
2023
Q3 | $6.18M | Buy |
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|
2023
Q2 | $6.32M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $934K | Buy |
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|
2022
Q3 | $927K | Sell |
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|
2022
Q2 | $5.68M | Buy |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $5.93M | Buy |
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|
2021
Q3 | $5.63M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.87M | Buy |
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|
2020
Q4 | $4.75M | Buy |
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|
2020
Q3 | $4.35M | Buy |
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|
2020
Q2 | $4.01M | Sell |
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|
2020
Q1 | $3.87M | Buy |
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|
2019
Q4 | $509K | Hold |
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|
2019
Q3 | $509K | Hold |
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|
2019
Q2 | $497K | Hold |
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|
2019
Q1 | $491K | Hold |
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|
2018
Q4 | $456K | Buy |
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