Cornerstone Planning Group’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-186	Closed	-$2.04K	–	1005
2023 Q3	$2.04K	Buy	186 +3	+2%	+$33	﹤0.01%	656
2023 Q2	$2.09K	Buy	+183	New	+$2.09K	﹤0.01%	1138