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Capasso Planning Partners’s Invesco Preferred ETF PGX Stock Holding History

Capasso Planning Partners’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,838
Closed -$146K – 138
2024
Q3 		$146K Sell
11,838
-7,622
-39% -$94.1K 0.04% 148
2024
Q2 		$225K Buy
+19,460
New +$225K 0.07% 131