Wilson & Boucher Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
23,400
| – | – | 0.18% | 99 |
|
|
2025
Q1 | $263K | Sell |
23,400
-1,000
| -4% | -$11.2K | 0.2% | 98 |
|
|
2024
Q4 | $281K | Hold |
24,400
| – | – | 0.2% | 97 |
|
|
2024
Q3 | $301K | Sell |
24,400
-800
| -3% | -$9.88K | 0.21% | 96 |
|
|
2024
Q2 | $291K | Hold |
25,200
| – | – | 0.22% | 91 |
|
|
2024
Q1 | $299K | Hold |
25,200
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $289K | Sell |
25,200
-800
| -3% | -$9.18K | 0.24% | 88 |
|
|
2023
Q3 | $285K | Hold |
26,000
| – | – | 0.27% | 84 |
|
|
2023
Q2 | $296K | Sell |
26,000
-1,000
| -4% | -$11.4K | 0.27% | 83 |
|
|
2023
Q1 | $310K | Sell |
27,000
-1,700
| -6% | -$19.5K | 0.3% | 80 |
|
|
2022
Q4 | $321K | Sell |
28,700
-2,700
| -9% | -$30.2K | 0.33% | 78 |
|
|
2022
Q3 | $373K | Hold |
31,400
| – | – | 0.43% | 67 |
|
|
2022
Q2 | $387K | Hold |
31,400
| – | – | 0.43% | 71 |
|
|
2022
Q1 | $426K | Hold |
31,400
| – | – | 0.39% | 73 |
|
|
2021
Q4 | $471K | Buy |
+31,400
| New | +$471K | 0.42% | 70 |
|