Granite Bay Wealth Management’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 Q1	–	Sell	-897,163	Closed	-$9.79M	–	227
2023 Q4	$9.79M	Sell	897,163 -12,953	-1%	-$141K	0.09%	81
2023 Q3	$10.2M	Buy	910,116 +895,546	+6,147%	+$10M	0.1%	82
2023 Q2	$166K	Buy	+14,570	New	+$166K	0.15%	43