Beam Wealth Advisors’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
Q1 | – | Sell |
-10,667
| Closed | -$352K | – | 106 |
|
|
2024
Q4 | $352K | Sell |
10,667
-207
| -2% | -$6.83K | 0.11% | 97 |
|
|
2024
Q3 | $388K | Buy |
10,874
+157
| +1% | +$5.6K | 0.12% | 97 |
|
|
2024
Q2 | $364K | Buy |
10,717
+256
| +2% | +$8.69K | 0.12% | 95 |
|
|
2024
Q1 | $365K | Sell |
10,461
-163
| -2% | -$5.68K | 0.22% | 74 |
|
|
2023
Q4 | $356K | Sell |
10,624
-175
| -2% | -$5.87K | 0.23% | 70 |
|
|
2023
Q3 | $351K | Buy |
10,799
+9
| +0.1% | +$292 | 0.25% | 66 |
|
|
2023
Q2 | $361K | Buy |
10,790
+159
| +1% | +$5.32K | 0.25% | 68 |
|
|
2023
Q1 | $361K | Buy |
10,631
+98
| +0.9% | +$3.33K | 0.36% | 60 |
|
|
2022
Q4 | $346K | Buy |
10,533
+431
| +4% | +$14.1K | 0.36% | 60 |
|
|
2022
Q3 | $352K | Buy |
10,102
+1,652
| +20% | +$57.6K | 0.39% | 66 |
|
|
2022
Q2 | $303K | Buy |
8,450
+7
| +0.1% | +$251 | 0.34% | 76 |
|
|
2022
Q1 | $329K | Sell |
8,443
-1,588
| -16% | -$61.9K | 0.38% | 61 |
|
|
2021
Q4 | $430K | Buy |
10,031
+973
| +11% | +$41.7K | 0.49% | 54 |
|
|
2021
Q3 | $394K | Buy |
+9,058
| New | +$394K | 0.34% | 87 |
|