WealthPlan Investment 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 | $181K | Buy |
16,303
+256
| +2% | +$2.85K | 0.01% | 336 |
|
|
2025
Q1 | $180K | Buy |
16,047
+1,045
| +7% | +$11.7K | 0.02% | 261 |
|
|
2024
Q4 | $173K | Sell |
15,002
-5,605
| -27% | -$64.6K | 0.02% | 256 |
|
|
2024
Q3 | $254K | Sell |
20,607
-1,896
| -8% | -$23.4K | 0.03% | 222 |
|
|
2024
Q2 | $260K | Sell |
22,503
-979
| -4% | -$11.3K | 0.04% | 165 |
|
|
2024
Q1 | $279K | Sell |
23,482
-1,151
| -5% | -$13.7K | 0.04% | 157 |
|
|
2023
Q4 | $283K | Buy |
24,633
+35
| +0.1% | +$401 | 0.05% | 157 |
|
|
2023
Q3 | $269K | Buy |
24,598
+4,712
| +24% | +$51.6K | 0.05% | 148 |
|
|
2023
Q2 | $226K | Sell |
19,886
-37,944
| -66% | -$431K | 0.07% | 125 |
|
|
2023
Q1 | $664K | Sell |
57,830
-15,486
| -21% | -$178K | 0.11% | 106 |
|
|
2022
Q4 | $913K | Buy |
73,316
+7,990
| +12% | +$99.5K | 0.06% | 182 |
|
|
2022
Q3 | $775K | Buy |
+65,326
| New | +$775K | 0.06% | 186 |
|
|
2022
Q1 | $2.29M | Buy |
+183,642
| New | +$2.29M | 0.16% | 112 |
|