Portland Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	27,640 -1,030	-4%	-$11.5K	0.74%	50
2025 Q1	$322K	Sell	28,670 -4,018	-12%	-$45.1K	0.82%	45
2024 Q4	$377K	Buy	+32,688	New	+$377K	1.01%	37