WWM
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Windsor Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Windsor 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
2023
Q3 		$223K Buy
20,370
+637
+3% +$6.97K 0.04% 146
2023
Q2 		$224K Buy
19,733
+1,663
+9% +$18.9K 0.04% 154
2023
Q1 		$209K Sell
18,070
-165
-0.9% -$1.91K 0.04% 157
2022
Q4 		$218K Buy
+18,235
New +$218K 0.05% 151