Wilson & Boucher 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 | $261K | Sell |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $299K | Hold |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $296K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $387K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $471K | Buy |
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