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Confluence Wealth Services’s Invesco Preferred ETF PGX Stock Holding History

Confluence Wealth Services’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,298
Closed -$194K – 281
2022
Q1 		$194K Sell
14,298
-100
-0.7% -$1.36K 0.07% 244
2021
Q4 		$215K Buy
+14,398
New +$215K 0.07% 219