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
Q3 | – | Sell |
-67,415
| Closed | -$750K | – | 51 |
|
|
2025
Q2 | $750K | Buy |
67,415
+3,886
| +6% | +$42.8K | 0.18% | 29 |
|
|
2025
Q1 | $713K | Buy |
63,529
+8,830
| +16% | +$102K | 0.19% | 29 |
|
|
2024
Q4 | $631K | Sell |
54,699
-658
| -1% | -$7.92K | 0.17% | 29 |
|
|
2024
Q3 | $684K | Sell |
55,357
-750
| -1% | -$8.95K | 0.21% | 27 |
|
|
2024
Q2 | $648K | Sell |
56,107
-2,664
| -5% | -$30.8K | 0.21% | 26 |
|
|
2024
Q1 | $698K | Sell |
58,771
-924
| -2% | -$10.9K | 0.24% | 25 |
|
|
2023
Q4 | $685K | Buy |
59,695
+9,804
| +20% | +$107K | 0.25% | 23 |
|
|
2023
Q3 | $546K | Buy |
49,891
+5,021
| +11% | +$56.2K | 0.22% | 21 |
|
|
2023
Q2 | $510K | Buy |
44,870
+462
| +1% | +$5.24K | 0.21% | 22 |
|
|
2023
Q1 | $510K | Buy |
44,408
+1,310
| +3% | +$15.7K | 0.22% | 22 |
|
|
2022
Q4 | $482K | Sell |
43,098
-2,161
| -5% | -$25K | 0.24% | 23 |
|
|
2022
Q3 | $538K | Buy |
45,259
+1,009
| +2% | +$12.7K | 0.29% | 20 |
|
|
2022
Q2 | $546K | Sell |
44,250
-772
| -2% | -$9.71K | 0.27% | 23 |
|
|
2022
Q1 | $611K | Sell |
45,022
-84
| -0.2% | -$1.17K | 0.26% | 23 |
|
|
2021
Q4 | $677K | Buy |
45,106
+848
| +2% | +$12.6K | 0.29% | 22 |
|
|
2021
Q3 | $665K | Sell |
44,258
-6,017
| -12% | -$91.3K | 0.3% | 22 |
|
|
2021
Q2 | $770K | Sell |
50,275
-1,965
| -4% | -$29.7K | 0.35% | 22 |
|
|
2021
Q1 | $784K | Buy |
52,240
+991
| +2% | +$14.7K | 0.4% | 20 |
|
|
2020
Q4 | $782K | Sell |
51,249
-2,263
| -4% | -$34K | 0.42% | 20 |
|
|
2020
Q3 | $788K | Buy |
53,512
+3,334
| +7% | +$48.9K | 0.47% | 15 |
|
|
2020
Q2 | $709K | Buy |
50,178
+2,661
| +6% | +$37.3K | 0.47% | 15 |
|
|
2020
Q1 | $625K | Buy |
47,517
+1,312
| +3% | +$18.9K | 0.57% | 14 |
|
|
2019
Q4 | $694K | Buy |
46,205
+336
| +0.7% | +$5.02K | 0.5% | 15 |
|
|
2019
Q3 | $689K | Buy |
45,869
+289
| +0.6% | +$4.3K | 0.57% | 14 |
|
|
2019
Q2 | $667K | Buy |
45,580
+4,616
| +11% | +$67.4K | 0.57% | 17 |
|
|
2019
Q1 | $594K | Buy |
40,964
+243
| +0.6% | +$3.46K | 0.53% | 18 |
|
|
2018
Q4 | $549K | Buy |
+40,721
| New | +$562K | 0.61% | 17 |
|
Other funds holding PGX
SAMC
