EWM
Evercore Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,530
| Closed | -$22K | – | 1034 |
|
|
2015
Q2 | $22K | Buy |
+1,530
| New | +$22K | ﹤0.01% | 780 |
|
|
2014
Q3 | – | Sell |
-3,000
| Closed | -$44K | – | 983 |
|
|
2014
Q2 | $44K | Hold |
3,000
| – | – | ﹤0.01% | 634 |
|
|
2014
Q1 | $43K | Hold |
3,000
| – | – | ﹤0.01% | 618 |
|
|
2013
Q4 | $40K | Buy |
+3,000
| New | +$40K | ﹤0.01% | 590 |
|