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Plancorp LLC’s Invesco Preferred ETF PGX Stock Holding History

Plancorp LLC’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,681
Closed -$281K – 282
2023
Q3 		$281K Buy
+25,681
New +$281K 0.02% 207