Heritage 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
2025 Q1	–	Sell	-2,467	Closed	-$28.4K	–	631
2024 Q4	$28.4K	Hold	2,467	–	–	﹤0.01%	362
2024 Q3	$30.5K	Buy	+2,467	New	+$30.5K	﹤0.01%	367