Acorn Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-648
Closed -$28K 353
2018
Q2
$28K Hold
648
0.02% 349
2018
Q1
$28K Buy
648
+410
+172% +$17.7K 0.02% 344
2017
Q4
$10K Buy
+238
New +$10.6K 0.01% 490

Other funds holding PSK

Acorn Wealth Advisors's PSK Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2018, closing a stake of 648 shares — an estimated $28K sold.

Acorn Wealth Advisors first reported a position in PSK in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q2 2018. 104 funds tracked by Wall St. Rank hold PSK as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 648 State Street SPDR ICE Preferred Securities ETF shares in Q3 2018, an estimated $28K.
  • Acorn Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $28K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.