JWM
Janiczek Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-872
| Closed | -$13K | – | 1048 |
|
|
2021
Q4 | $13K | Buy |
+872
| New | +$13K | ﹤0.01% | 556 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$2K | – | 1020 |
|
|
2021
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 744 |
|
|
2020
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 682 |
|
|
2020
Q3 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 516 |
|