MSWM
Mader & Shannon Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,893
| Closed | -$159K | – | 22 |
|
|
2019
Q2 | $159K | Buy |
+10,893
| New | +$159K | 0.14% | 16 |
|
|
2017
Q3 | – | Sell |
-341,402
| Closed | -$5.16M | – | 28 |
|
|
2017
Q2 | $5.16M | Buy |
+341,402
| New | +$5.16M | 7.11% | 3 |
|
|
2016
Q1 | – | Sell |
-975,722
| Closed | -$14.6M | – | 13 |
|
|
2015
Q4 | $14.6M | Buy |
+975,722
| New | +$14.6M | 12.91% | 2 |
|
|
2015
Q2 | – | Sell |
-1,432,457
| Closed | -$21.4M | – | 20 |
|
|
2015
Q1 | $21.4M | Buy |
1,432,457
+982,457
| +218% | +$14.6M | 14.33% | 2 |
|
|
2014
Q4 | $6.62M | Buy |
+450,000
| New | +$6.62M | 4.46% | 6 |
|