Integrated Wealth Management (Palm Desert)’s Invesco Preferred ETF PGX Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$688K	Sell
2016 Q4	$663K	Buy
2016 Q3	$596K	Buy
2016 Q2	$536K	Buy
2016 Q1	$510K	Buy
2015 Q4	$376K	Buy
2015 Q3	$366K	Buy
2015 Q2	$340K	Sell
2015 Q1	$349K	Buy