AWA
Artemis Wealth Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $329K | Buy |
10,371
+171
| +2% | +$5.43K | 0.04% | 24 |
|
2025
Q1 | $330K | Buy |
10,200
+110
| +1% | +$3.56K | 0.07% | 16 |
|
2024
Q4 | $333K | Buy |
10,090
+208
| +2% | +$6.86K | 0.06% | 31 |
|
2024
Q3 | $352K | Buy |
9,882
+154
| +2% | +$5.49K | 0.04% | 24 |
|
2024
Q2 | $330K | Buy |
9,728
+152
| +2% | +$5.16K | 0.03% | 27 |
|
2024
Q1 | $334K | Buy |
9,576
+99
| +1% | +$3.45K | 0.03% | 27 |
|
2023
Q4 | $318K | Buy |
9,477
+50
| +0.5% | +$1.68K | 0.06% | 19 |
|
2023
Q3 | $306K | Hold |
9,427
| – | – | 0.06% | 22 |
|
2023
Q2 | $316K | Hold |
9,427
| – | – | 0.06% | 23 |
|
2023
Q1 | $320K | Sell |
9,427
-41
| -0.4% | -$1.39K | 0.08% | 15 |
|
2022
Q4 | $311K | Sell |
9,468
-1,938
| -17% | -$63.6K | 0.09% | 20 |
|
2022
Q3 | $398K | Hold |
11,406
| – | – | 0.1% | 16 |
|
2022
Q2 | $296K | Buy |
+11,406
| New | +$296K | 0.08% | 27 |
|
2021
Q4 | – | Sell |
-5,439
| Closed | -$236K | – | 86 |
|
2021
Q3 | $236K | Buy |
5,439
+59
| +1% | +$2.56K | 0.03% | 30 |
|
2021
Q2 | $238K | Buy |
5,380
+609
| +13% | +$26.9K | 0.03% | 26 |
|
2021
Q1 | $207K | Buy |
+4,771
| New | +$207K | 0.03% | 29 |
|