Institute for 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
2020
Q1
Sell
-112
Closed -$2K 585
2019
Q4
$2K Buy
+112
New +$2K ﹤0.01% 661
2013
Q3
Sell
-5,415
Closed -$77K 104
2013
Q2
$77K Buy
+5,415
New +$77K 0.06% 45