Wealth Enhancement Advisory Services’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 | $5.24M | Sell |
464,815
-38,057
| -8% | -$429K | 0.01% | 877 |
|
|
2025
Q1 | $5.64M | Sell |
502,872
-21,286
| -4% | -$239K | 0.01% | 785 |
|
|
2024
Q4 | $6.04M | Buy |
524,158
+377,325
| +257% | +$4.35M | 0.01% | 733 |
|
|
2024
Q3 | $1.81M | Sell |
146,833
-8,460
| -5% | -$104K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $1.79M | Buy |
155,293
+46,828
| +43% | +$541K | ﹤0.01% | 1028 |
|
|
2024
Q1 | $1.29M | Buy |
108,465
+19,014
| +21% | +$226K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $1.03M | Sell |
89,451
-30,859
| -26% | -$354K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $1.32M | Buy |
+120,310
| New | +$1.32M | ﹤0.01% | 999 |
|