WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $124K | Buy |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $7.15M | Sell |
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|
2021
Q3 | $9.1M | Sell |
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|
2021
Q2 | $15.9M | Sell |
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|
2021
Q1 | $16.5M | Buy |
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|
2020
Q4 | $16M | Sell |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $15M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $896K | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $4.66M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $915K | Buy |
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|
2017
Q3 | $719K | Buy |
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|
2017
Q2 | $639K | Buy |
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|
2017
Q1 | $34.2K | Buy |
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|
2016
Q3 | $278K | Buy |
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|
2016
Q2 | $114K | Buy |
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|
2015
Q4 | $1K | Buy |
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