Jamison Private Wealth Management’s Invesco Financial Preferred ETF PGF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,762	Closed	-$26K	–	489
2024 Q2	$26K	Hold	1,762	–	–	﹤0.01%	279
2024 Q1	$26.9K	Hold	1,762	–	–	﹤0.01%	281
2023 Q4	$25.7K	Hold	1,762	–	–	﹤0.01%	263
2023 Q3	$24.8K	Buy	+1,762	New	+$24.8K	0.01%	261