Sanchez Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Buy |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $631K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $685K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $510K | Buy |
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|
2023
Q1 | $510K | Buy |
|
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|
2022
Q4 | $482K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $770K | Sell |
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|
2021
Q1 | $784K | Buy |
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|
2020
Q4 | $782K | Sell |
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|
2020
Q3 | $788K | Buy |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | $625K | Buy |
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|
2019
Q4 | $694K | Buy |
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|
2019
Q3 | $689K | Buy |
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|
2019
Q2 | $667K | Buy |
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|
2019
Q1 | $594K | Buy |
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|
2018
Q4 | $549K | Buy |
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