SWM
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Southern Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Southern Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,877
Closed -$242K – 57
2020
Q4 		$242K Buy
+15,877
New +$242K 0.09% 55