SWM
Strategic Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-424,879
| Closed | -$6.35M | – | 17 |
|
|
2015
Q4 | $6.35M | Hold |
424,879
| – | – | 6.4% | 7 |
|
|
2015
Q3 | $6.19M | Buy |
+424,879
| New | +$6.19M | 11.33% | 3 |
|
|
2014
Q3 | – | Sell |
-281,128
| Closed | -$4.11M | – | 53 |
|
|
2014
Q2 | $4.11M | Sell |
281,128
-1,244
| -0.4% | -$18.2K | 4.21% | 9 |
|
|
2014
Q1 | $4.03M | Buy |
+282,372
| New | +$4.03M | 3.76% | 11 |
|