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WMS Partners’s Invesco Preferred ETF PGX Stock Holding History

WMS Partners’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,000
Closed -$123K – 275
2022
Q2 		$123K Hold
10,000
– – 0.02% 240
2022
Q1 		$136K Buy
+10,000
New +$136K 0.02% 250