Trifecta Capital Advisors’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 | $39.3K | Hold |
3,535
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $39.7K | Hold |
3,535
| – | – | 0.01% | 154 |
|
|
2024
Q4 | $40.8K | Hold |
3,535
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $43.7K | Hold |
3,535
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $40.8K | Hold |
3,535
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $42K | Sell |
3,535
-2,440
| -41% | -$29K | 0.01% | 145 |
|
|
2023
Q4 | $68.5K | Buy |
+5,975
| New | +$68.5K | 0.02% | 124 |
|