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Robertson Stephens Advisors’s Invesco Preferred ETF PGX Stock Holding History

Robertson Stephens Advisors’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-26,533
Closed -$401K – 71
2017
Q2 		$401K Buy
26,533
+12,648
+91% +$191K 0.36% 49
2017
Q1 		$206K Buy
+13,885
New +$206K 0.18% 81