Leicht Financial Planning & 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
2023 Q4	–	Sell	-320,588	Closed	-$3.51M	–	25
2023 Q3	$3.51M	Buy	320,588 +13,611	+4%	+$149K	2.17%	15
2023 Q2	$3.49M	Buy	+306,977	New	+$3.49M	2.11%	14