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Lodestar Private Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Lodestar Private Asset Management’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,500
Closed -$212K – 197
2023
Q1 		$212K Sell
18,500
-9,320
-34% -$107K 0.04% 185
2022
Q4 		$311K Buy
+27,820
New +$311K 0.06% 155