WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.1K | Buy |
|
|||||
|
2025
Q2 | $5.06K | Buy |
|
|||||
|
2025
Q1 | $3.44K | Hold |
|
|||||
|
2024
Q4 | $3.54K | Hold |
|
|||||
|
2024
Q3 | $3.79K | Hold |
|
|||||
|
2024
Q2 | $3.55K | Sell |
|
|||||
|
2024
Q1 | $8.8K | Sell |
|
|||||
|
2023
Q4 | $15.6K | Hold |
|
|||||
|
2023
Q3 | $14.8K | Hold |
|
|||||
|
2023
Q2 | $15.4K | Hold |
|
|||||
|
2023
Q1 | $15.6K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $390K | Hold |
|
|||||
|
2020
Q2 | $374K | Sell |
|
|||||
|
2020
Q1 | $363K | Sell |
|
|||||
|
2019
Q4 | $554K | Hold |
|
|||||
|
2019
Q3 | $555K | Hold |
|
|||||
|
2019
Q2 | $540K | Buy |
|
|||||
|
2019
Q1 | $35K | Sell |
|
|||||
|
2018
Q4 | $34K | Sell |
|
|||||
|
2018
Q3 | $47K | Buy |
|