TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $294K | Buy |
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|
2024
Q2 | $273K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $169K | Buy |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $141K | Sell |
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|
2022
Q1 | $159K | Hold |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $161K | Hold |
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|
2020
Q4 | $161K | Buy |
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