Gupta Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$532K Sell
2015
Q4
$552K Sell
2015
Q3
$548K Sell
2015
Q2
$550K Hold
2015
Q1
$564K Buy