Pacific Wealth Strategies Group, Inc. PKW Holdings History
Pacific Wealth Strategies Group, Inc.'s Invesco BuyBack Achievers ETF Holding Summary
As of 2025-03-31, Pacific Wealth Strategies Group, Inc. held 114,774.00 shares of Invesco BuyBack Achievers ETF(PKW), totaling $12.93 Mil. This investment constitutes 9.61% of their stock portfolio, and Pacific Wealth Strategies Group, Inc. now holds 1.09% of the outstanding Invesco BuyBack Achievers ETF(PKW) stock.
The initial trade took place in 2018Q2. And since then Pacific Wealth Strategies Group, Inc. has made 22 purchases of PKW, at an average price of $70.77, for a total of 202,984.00 shares. In addition, there have been 5 sales at an average price of $75.91 for 88,210.00 shares. Based on historical transaction data and PKW's current price of $127.71, Pacific Wealth Strategies Group, Inc.'s estimated gain on his PKW holdings is $6.99 Mil, reflecting a 48.66% gain to date.
Pacific Wealth Strategies Group, Inc. PKW ($127.71) Holding Chart
Pacific Wealth Strategies Group, Inc. PKW ($127.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
