Sterling Financial Planning’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 Q4	–	Sell	-2,502	Closed	-$38K	–	303
2021 Q3	$38K	Buy	2,502 +15	+0.6%	+$228	0.02%	211
2021 Q2	$38K	Buy	2,487 +348	+16%	+$5.32K	0.02%	197
2021 Q1	$32K	Sell	2,139 -118	-5%	-$1.77K	0.02%	192
2020 Q4	$34K	Buy	+2,257	New	+$34K	0.03%	175