GoalVest Advisory’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 Q3	–	Sell	-1	Closed	-$12	–	388
2024 Q2	$12	Hold	1	–	–	﹤0.01%	315
2024 Q1	$12	Sell	1 -1	-50%	-$12	﹤0.01%	408
2023 Q4	$23	Buy	+2	New	+$23	﹤0.01%	364