WealthPlan Investment Management’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
Q3 | $164K | Sell |
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|
2025
Q2 | $181K | Buy |
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|
2025
Q1 | $180K | Buy |
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|
2024
Q4 | $173K | Sell |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $775K | Buy |
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|
2022
Q1 | $2.29M | Buy |
|