A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Pfd ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,133 shares of PGX stock, worth $36,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,133
Previous 3,100 1.06%
Holding current value
$36,029
Previous $35,000 8.57%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$11.52 - $12.52 $380 - $413
33 Added 1.06%
3,133 $38,000
Q2 2024

Aug 13, 2024

BUY
$11.3 - $11.9 $4,520 - $4,760
400 Added 14.81%
3,100 $35,000
Q1 2024

Jun 11, 2024

SELL
$11.45 - $12.02 $5,060 - $5,312
-442 Reduced 14.07%
2,700 $32,000
Q4 2023

Feb 09, 2024

BUY
$10.21 - $11.58 $4,512 - $5,118
442 Added 16.37%
3,142 $36,000
Q3 2023

Nov 03, 2023

SELL
$10.9 - $11.47 $25,593 - $26,931
-2,348 Reduced 46.51%
2,700 $29,000
Q2 2023

Aug 04, 2023

SELL
$10.83 - $11.75 $35,739 - $38,775
-3,300 Reduced 39.53%
5,048 $57,000
Q1 2023

May 11, 2023

SELL
$10.99 - $12.77 $4,857 - $5,644
-442 Reduced 5.03%
8,348 $95,000
Q4 2022

Feb 09, 2023

SELL
$11.02 - $12.07 $619,599 - $678,635
-56,225 Reduced 86.48%
8,790 $98,000
Q3 2022

Nov 07, 2022

BUY
$11.72 - $13.41 $757,838 - $867,117
64,662 Added 18317.85%
65,015 $772,000
Q2 2022

Aug 01, 2022

BUY
$11.99 - $13.5 $4,232 - $4,765
353 New
353 $4,000

Others Institutions Holding PGX

About INVESCO ETF TR II PFD ETF


  • Ticker PGX
  • Sector ETFs
  • Industry ETFs
More about PGX
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