WealthPLAN Partners’s Invesco Financial Preferred ETF PGF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,709	Closed	-$32.1K	–	352
2017 Q1	$32.1K	Buy	+1,709	New	+$32.1K	0.11%	144
2016 Q3	$757K	Sell	39,753 -38,939	-49%	-$741K	0.25%	63
2016 Q2	$839K	Buy	+78,692	New	+$839K	0.11%	129
2015 Q4	$194K	Buy	+10,312	New	+$194K	0.03%	274