Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco Preferred ETF PGX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,000
Closed -$44K 670
2018
Q2
$44K Hold
3,000
﹤0.01% 438
2018
Q1
$44K Hold
3,000
﹤0.01% 457
2017
Q4
$45K Buy
+3,000
New +$45K ﹤0.01% 447