Financial Synergies Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-332	Closed	-$3.95K	–	352
2024 Q1	$3.95K	Buy	+332	New	+$3.95K	﹤0.01%	285
2023 Q4	–	Sell	-321	Closed	-$3.52K	–	527
2023 Q3	$3.52K	Buy	321 +5	+2%	+$55	﹤0.01%	279
2023 Q2	$3.6K	Buy	+316	New	+$3.6K	﹤0.01%	271