Wagner Wealth Management (South Carolina)’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
Q4 | $643K | Sell |
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|
2025
Q3 | $676K | Sell |
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|
2025
Q2 | $679K | Sell |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $22.1K | Sell |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $184K | Buy |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $102K | Sell |
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|
2021
Q2 | $114K | Buy |
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|
2021
Q1 | $101K | Sell |
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|
2020
Q4 | $118K | Buy |
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|
2018
Q3 | $294K | Sell |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $421K | Sell |
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|
2017
Q4 | $670K | Buy |
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