Sage Financial Group’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 Q1	–	Sell	-25,500	Closed	-$285K	–	99
2022 Q4	$285K	Sell	25,500 -11,865	-32%	-$133K	0.03%	83
2022 Q3	$444K	Hold	37,365	–	–	0.06%	62
2022 Q2	$461K	Buy	+37,365	New	+$461K	0.06%	57