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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-49,351	Closed	-$670	–	41
2022 Q1	$670	Buy	49,351 +6,015	+14%	+$82	0.46%	20
2021 Q4	$650K	Sell	43,336 -1,424	-3%	-$21.4K	0.47%	20
2021 Q3	$673K	Buy	44,760 +7,896	+21%	+$119K	0.5%	18
2021 Q2	$565K	Buy	+36,864	New	+$565K	0.41%	23