Parisi Gray 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
2018
Q2
– Sell
-53
Closed -$1K – 635
2018
Q1
$1K Buy
+53
New +$773 ﹤0.01% 593

Other funds holding PGX

Parisi Gray Wealth Management's PGX Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2018, closing a stake of 53 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in PGX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 313 funds tracked by Wall St. Rank hold PGX as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 53 Invesco Preferred ETF shares in Q2 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Invesco Preferred ETF position peaked at $1K in Q1 2018.
  • 313 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.