CSWM
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Cassady Schiller Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Cassady Schiller Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$484 Hold
42
– – ﹤0.01% 991
2024
Q3 		$519 Hold
42
– – ﹤0.01% 440
2024
Q2 		$485 Hold
42
– – ﹤0.01% 448
2024
Q1 		$499 Buy
+42
New +$499 ﹤0.01% 477