PWAG
PGX icon

Polaris Wealth Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,567
Closed -$81K – 373
2018
Q1 		$81K Buy
+5,567
New +$81K 0.01% 187
2017
Q3 		– Sell
-32,152
Closed -$486K – 154
2017
Q2 		$486K Buy
+32,152
New +$486K 0.06% 91