Modera 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	-21,802	Closed	-$239K	–	545
2023 Q3	$239K	Buy	21,802 +877	+4%	+$9.6K	﹤0.01%	493
2023 Q2	$238K	Buy	+20,925	New	+$238K	﹤0.01%	502