Integrated 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
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