Regent Peak Wealth 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
2021 Q1	–	Sell	-5,840	Closed	-$89K	–	747
2020 Q4	$89K	Buy	+5,840	New	+$89K	0.03%	234