EisnerAmper Wealth Management Corporate Benefits’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 Q3	–	Sell	-67,007	Closed	-$762K	–	59
2023 Q2	$762K	Sell	67,007 -1,097	-2%	-$12.5K	0.36%	36
2023 Q1	$782K	Sell	68,104 -20,563	-23%	-$236K	0.38%	38
2022 Q4	$991K	Buy	+88,667	New	+$991K	0.51%	34