Western Wealth 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 | $196K | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $194K | Buy |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $139K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q2 | $725K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $643K | Sell |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $598K | Sell |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $730K | Buy |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $614K | Buy |
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|
2019
Q1 | $505K | Buy |
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|
2018
Q4 | $263K | Buy |
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