WT Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-22,972
Closed -$345K 122
2021
Q4
$345K Hold
22,972
0.13% 100
2021
Q3
$345K Buy
22,972
+1,646
+8% +$24.7K 0.13% 101
2021
Q2
$327K Buy
21,326
+6,666
+45% +$102K 0.13% 104
2021
Q1
$220K Buy
+14,660
New +$220K 0.1% 117