WealthShield Partners’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 | $5.06K | Buy |
455
+148
| +48% | +$1.65K | ﹤0.01% | 511 |
|
|
2025
Q1 | $3.45K | Hold |
307
| – | – | ﹤0.01% | 504 |
|
|
2024
Q4 | $3.54K | Hold |
307
| – | – | ﹤0.01% | 468 |
|
|
2024
Q3 | $3.79K | Hold |
307
| – | – | ﹤0.01% | 466 |
|
|
2024
Q2 | $3.55K | Sell |
307
-434
| -59% | -$5.01K | ﹤0.01% | 444 |
|
|
2024
Q1 | $8.8K | Sell |
741
-615
| -45% | -$7.31K | ﹤0.01% | 429 |
|
|
2023
Q4 | $15.6K | Hold |
1,356
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $14.8K | Hold |
1,356
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $15.4K | Hold |
1,356
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $15.6K | Buy |
+1,356
| New | +$15.6K | ﹤0.01% | 424 |
|
|
2020
Q4 | – | Sell |
-26,478
| Closed | -$390K | – | 369 |
|
|
2020
Q3 | $390K | Hold |
26,478
| – | – | 0.14% | 161 |
|
|
2020
Q2 | $374K | Sell |
26,478
-1,080
| -4% | -$15.3K | 0.17% | 132 |
|
|
2020
Q1 | $363K | Sell |
27,558
-9,378
| -25% | -$124K | 0.22% | 96 |
|
|
2019
Q4 | $554K | Hold |
36,936
| – | – | 0.27% | 82 |
|
|
2019
Q3 | $555K | Hold |
36,936
| – | – | 0.29% | 78 |
|
|
2019
Q2 | $540K | Buy |
36,936
+34,500
| +1,416% | +$504K | 0.31% | 68 |
|
|
2019
Q1 | $35K | Sell |
2,436
-54
| -2% | -$776 | 0.02% | 202 |
|
|
2018
Q4 | $34K | Sell |
2,490
-805
| -24% | -$11K | 0.02% | 172 |
|
|
2018
Q3 | $47K | Buy |
+3,295
| New | +$47K | 0.03% | 168 |
|