AE Wealth Management’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
+615
| New | +$19.5K | ﹤0.01% | 1770 |
|
|
2025
Q1 | – | Sell |
-624
| Closed | -$20.6K | – | 2255 |
|
|
2024
Q4 | $20.6K | Buy |
+624
| New | +$20.6K | ﹤0.01% | 1730 |
|
|
2023
Q2 | – | Sell |
-11,110
| Closed | -$377K | – | 2018 |
|
|
2023
Q1 | $377K | Buy |
11,110
+3,031
| +38% | +$103K | ﹤0.01% | 1458 |
|
|
2022
Q4 | $265K | Buy |
+8,079
| New | +$265K | ﹤0.01% | 1554 |
|
|
2022
Q3 | – | Sell |
-8,095
| Closed | -$290K | – | 1844 |
|
|
2022
Q2 | $290K | Buy |
8,095
+268
| +3% | +$9.6K | ﹤0.01% | 1443 |
|
|
2022
Q1 | $305K | Sell |
7,827
-2,747
| -26% | -$107K | ﹤0.01% | 1415 |
|
|
2021
Q4 | $454K | Sell |
10,574
-2,909
| -22% | -$125K | ﹤0.01% | 1280 |
|
|
2021
Q3 | $586K | Sell |
13,483
-2,563
| -16% | -$111K | ﹤0.01% | 1110 |
|
|
2021
Q2 | $710K | Buy |
16,046
+1,002
| +7% | +$44.3K | 0.01% | 977 |
|
|
2021
Q1 | $653K | Sell |
15,044
-781
| -5% | -$33.9K | 0.01% | 909 |
|
|
2020
Q4 | $703K | Sell |
15,825
-7,641
| -33% | -$339K | 0.01% | 837 |
|
|
2020
Q3 | $1.02M | Sell |
23,466
-6,510
| -22% | -$283K | 0.01% | 626 |
|
|
2020
Q2 | $1.26M | Sell |
29,976
-2,526
| -8% | -$106K | 0.02% | 543 |
|
|
2020
Q1 | $1.27M | Sell |
32,502
-4,934
| -13% | -$193K | 0.03% | 419 |
|
|
2019
Q4 | $1.65M | Buy |
37,436
+6,254
| +20% | +$275K | 0.04% | 395 |
|
|
2019
Q3 | $1.38M | Buy |
31,182
+25,379
| +437% | +$1.12M | 0.04% | 355 |
|
|
2019
Q2 | $251K | Buy |
+5,803
| New | +$251K | 0.01% | 819 |
|