Bernard 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
2025 Q2	$18K	Buy	1,620 +12	+0.7%	+$134	0.01%	185
2025 Q1	$18K	Sell	1,608 -144	-8%	-$1.62K	0.01%	192
2024 Q4	$20.2K	Buy	+1,752	New	+$20.2K	0.01%	176