World Investment Advisors’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 | $2.23M | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.64M | Sell |
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|
2024
Q2 | $2.48M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $247K | Hold |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $199K | Buy |
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