Waverly Advisors’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 | $1.2M | Sell |
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|
2025
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.69M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $85K | Hold |
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|
2015
Q2 | $85K | Hold |
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|
2015
Q1 | $87K | Buy |
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