Tyler-Stone Wealth Management’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 | $170K | Buy |
15,243
+115
| +0.8% | +$1.28K | 0.03% | 326 |
|
|
2025
Q1 | $170K | Sell |
15,128
-812
| -5% | -$9.11K | 0.03% | 314 |
|
|
2024
Q4 | $184K | Buy |
15,940
+115
| +0.7% | +$1.33K | 0.03% | 316 |
|
|
2024
Q3 | $195K | Buy |
15,825
+7,967
| +101% | +$98.4K | 0.04% | 311 |
|
|
2024
Q2 | $90.8K | Buy |
7,858
+54
| +0.7% | +$624 | 0.04% | 297 |
|
|
2024
Q1 | $92.7K | Sell |
7,804
-9
| -0.1% | -$107 | 0.04% | 282 |
|
|
2023
Q4 | $89.6K | Buy |
7,813
+65
| +0.8% | +$746 | 0.04% | 278 |
|
|
2023
Q3 | $85K | Buy |
7,748
+228
| +3% | +$2.5K | 0.05% | 270 |
|
|
2023
Q2 | $86K | Buy |
+7,520
| New | +$86K | 0.05% | 262 |
|
|
2022
Q4 | $87K | Buy |
7,791
+93
| +1% | +$1.04K | 0.06% | 255 |
|
|
2022
Q3 | $91K | Buy |
7,698
+29
| +0.4% | +$343 | 0.07% | 233 |
|
|
2022
Q2 | $95K | Sell |
7,669
-5,015
| -40% | -$62.1K | 0.06% | 242 |
|
|
2022
Q1 | $172K | Buy |
12,684
+24
| +0.2% | +$325 | 0.09% | 191 |
|
|
2021
Q4 | $190K | Buy |
+12,660
| New | +$190K | 0.1% | 191 |
|