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Trinity Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Trinity Financial Advisors’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,250
Closed -$199K – 65
2021
Q3 		$199K Buy
+13,250
New +$199K 0.13% 53