Pacific Wealth Strategies Group, Inc. Invesco Exchange Traded Fd Tr Transaction History

Pacific Wealth Strategies Group, Inc.

  • $120 Million
  • Q1 2024

A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 104,429 shares of PKW stock, worth $11.1 Million. This represents 9.45% of its overall portfolio holdings.

Number of Shares
104,429
Previous 101,781 2.6%
Holding current value
$11.1 Million
Previous $10.1 Million 12.15%
% of portfolio
9.45%
Previous 9.61%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$97.02 - $108.23 $256,908 - $286,593
2,648 Added 2.6%
104,429 $11.3 Million
Q4 2023

Feb 01, 2024
BUY
$84.45 - $99.49 $317,025 - $373,485
3,754 Added 3.83%
101,781 $10.1 Million
Q3 2023

Nov 06, 2023
BUY
$88.14 - $94.01 $946,711 - $1.01 Million
10,741 Added 12.31%
98,027 $8.82 Million
Q2 2023

Jul 25, 2023
BUY
$82.13 - $89.45 $281,952 - $307,081
3,433 Added 4.09%
87,286 $7.81 Million
Q1 2023

May 02, 2023
BUY
$81.11 - $92.49 $664,453 - $757,678
8,192 Added 10.83%
83,853 $7.13 Million
Q4 2022

Jan 11, 2023
BUY
$82.82 - $90.17 $759,707 - $827,129
9,173 Added 13.8%
75,661 $0
Q3 2022

Oct 18, 2022
BUY
N/A
14,445 Added 27.76%
66,488 $4.94 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-53,246 Reduced 50.57%
52,043 $4.03 Million
Q1 2022

Apr 25, 2022
BUY
N/A
1,490 Added 1.44%
105,289 $9.53 Million
Q4 2021

Jan 24, 2022
BUY
N/A
6,331 Added 6.5%
103,799 $10 Million
Q3 2021

Oct 14, 2021
BUY
N/A
2,119 Added 2.22%
97,468 $8.79 Million
Q2 2021

Jul 22, 2021
BUY
N/A
2,560 Added 2.76%
95,349 $8.61 Million
Q1 2021

Apr 26, 2021
BUY
N/A
6,600 Added 7.66%
92,789 $7.81 Million
Q4 2020

Jan 13, 2021
BUY
N/A
1,381 Added 1.63%
86,189 $6.61 Million
Q3 2020

Oct 22, 2020
BUY
N/A
12,961 Added 18.04%
84,808 $5.1 Million
Q2 2020

Jul 17, 2020
BUY
N/A
12,786 Added 21.65%
71,847 $4.12 Million
Q1 2020

Apr 13, 2020
SELL
N/A
-33,821 Reduced 36.41%
59,061 $2.86 Million
Q4 2019

Jan 15, 2020
BUY
N/A
2,794 Added 3.1%
92,882 $6.41 Million
Q3 2019

Oct 09, 2019
BUY
N/A
3,384 Added 3.9%
90,088 $5.64 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-1,072 Reduced 1.22%
86,704 $5.43 Million
Q1 2019

Apr 22, 2019
SELL
N/A
-13 Reduced 0.01%
87,776 $5.23 Million
Q4 2018

Feb 12, 2019
BUY
N/A
4,017 Added 4.8%
87,789 $4.58 Million
Q3 2018

Mar 06, 2019
SELL
N/A
-58 Reduced 0.07%
83,772 $5.11 Million
Q2 2018

Mar 06, 2019
BUY
N/A
83,830 New
83,830 $4.76 Million

Others Institutions Holding PKW

# of Institutions
216
Shares Held
4.01M
Call Options Held
3.8K
Put Options Held
200
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PKW Quotes by TradingView
  • Ticker PKW
  • Sector ETFs
  • Industry ETFs
More about PKW
Track This Portfolio

Track Pacific Wealth Strategies Group, Inc. Portfolio

Follow Pacific Wealth Strategies Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Wealth Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pacific Wealth Strategies Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email