Wilbanks Smith & Thomas Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $759K | Buy |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $291K | Buy |
|
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|
2023
Q1 | $256K | Sell |
|
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|
2022
Q4 | $2.41M | Buy |
|
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $8.41M | Buy |
|
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|
2021
Q3 | $6.6M | Buy |
|
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|
2021
Q2 | $6.34M | Buy |
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|
2021
Q1 | $4.72M | Buy |
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|
2020
Q4 | $4.39M | Buy |
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|
2020
Q3 | $3.34M | Buy |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $731K | Sell |
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|
2019
Q1 | $912K | Sell |
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|
2018
Q4 | $860K | Buy |
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|
2018
Q3 | $557K | Buy |
|