Sunesis 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
2024
Q1
Sell
-22,492
Closed -$258K 68
2023
Q4
$258K Hold
22,492
0.16% 59
2023
Q3
$246K Buy
+22,492
New +$246K 0.17% 57
2023
Q1
$258K Buy
+22,492
New +$258K 0.19% 60