LFGH
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Lee Financial Group Hawaii’s Invesco Preferred ETF PGX Stock Holding History

Lee Financial Group Hawaii’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-49,351
Closed -$670 – 41
2022
Q1 		$670 Buy
49,351
+6,015
+14% +$83.8K 0.46% 20
2021
Q4 		$650K Sell
43,336
-1,424
-3% -$21.2K 0.47% 20
2021
Q3 		$673K Buy
44,760
+7,896
+21% +$120K 0.5% 18
2021
Q2 		$565K Buy
+36,864
New +$557K 0.41% 23

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