Wellington Shields Capital 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 | $37.6K | Hold |
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|
2025
Q2 | $36.1K | Hold |
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|
2025
Q1 | $36.4K | Hold |
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|
2024
Q4 | $37.4K | Sell |
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|
2024
Q3 | $42.1K | Sell |
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|
2024
Q2 | $41.5K | Sell |
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|
2024
Q1 | $66.7K | Sell |
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|
2023
Q4 | $93.2K | Buy |
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|
2023
Q3 | $88.6K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $109K | Sell |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $394K | Buy |
|