9258 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
2020 Q4	–	Sell	-9,804	Closed	-$144K	–	316
2020 Q3	$144K	Buy	+9,804	New	+$144K	0.05%	280
2019 Q2	–	Sell	-11,471	Closed	-$166K	–	188
2019 Q1	$166K	Hold	11,471	–	–	0.14%	160
2018 Q4	$155K	Buy	+11,471	New	+$155K	0.15%	158