Wealth Enhancement & Preservation of GA’s Invesco Financial Preferred ETF PGF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,289
Closed -$148K 47
2022
Q4
$148K Sell
10,289
-2,114
-17% -$30.4K 0.24% 45
2022
Q3
$187K Buy
+12,403
New +$187K 0.3% 52