RDWM

Red Door Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,000	Closed	-$157K	–	285
2025 Q1	$157K	Sell	14,000 -1,000	-7%	-$11.2K	0.02%	228
2024 Q4	$173K	Buy	+15,000	New	+$173K	0.03%	221
2021 Q3	–	Hold	0	–	–	–	479
2021 Q2	–	Hold	0	–	–	–	653