CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$227K Sell
15,125
-300
-2% -$4.5K 0.02% 149
2019
Q3
$232K Buy
15,425
+418
+3% +$6.29K 0.02% 138
2019
Q2
$220K Buy
+15,007
New +$220K 0.02% 107