Axxcess Wealth 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
2022
Q2
Sell
-14,832
Closed -$201K 619
2022
Q1
$201K Sell
14,832
-9,925
-40% -$135K 0.02% 588
2021
Q4
$372K Buy
+24,757
New +$372K 0.03% 419