Crestwood Advisors Group’s Invesco Financial Preferred ETF PGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-28,585
Closed -$402K 412
2023
Q3
$402K Buy
+28,585
New +$402K 0.01% 262