Hefty Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Hefty Wealth Partners’s Portfolio PGX Stock Details PGX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$88K	Hold
2017 Q4	$90K	Hold
2017 Q3	$91K	Buy
2017 Q2	$91K	Buy
2017 Q1	$88K	Buy
2016 Q4	$83K	Buy
2016 Q3	$87K	Buy
2016 Q2	$87K	Buy
2016 Q1	$84K	Buy
2015 Q4	$83K	Buy