Essex Private 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
2023
Q1
Sell
-15,555
Closed -$174K 28
2022
Q4
$174K Hold
15,555
0.65% 28
2022
Q3
$185K Hold
15,555
0.74% 27
2022
Q2
$192K Buy
+15,555
New +$192K 0.72% 29