Betterment LLC’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 | $786K | Buy |
24,739
+773
| +3% | +$24.6K | ﹤0.01% | 294 |
|
2025
Q1 | $776K | Buy |
23,966
+117
| +0.5% | +$3.79K | ﹤0.01% | 285 |
|
2024
Q4 | $787K | Hold |
23,849
| – | – | ﹤0.01% | 273 |
|
2024
Q3 | $850K | Hold |
23,849
| – | – | ﹤0.01% | 253 |
|
2024
Q2 | $809K | Hold |
23,849
| – | – | ﹤0.01% | 241 |
|
2024
Q1 | $832K | Hold |
23,849
| – | – | ﹤0.01% | 218 |
|
2023
Q4 | $799K | Buy |
+23,849
| New | +$799K | ﹤0.01% | 197 |
|
2023
Q2 | – | Sell |
-23,000
| Closed | -$781K | – | 290 |
|
2023
Q1 | $781K | Buy |
+23,000
| New | +$781K | ﹤0.01% | 170 |
|
2022
Q4 | – | Sell |
-22,996
| Closed | -$824K | – | 256 |
|
2022
Q3 | $824K | Hold |
22,996
| – | – | ﹤0.01% | 157 |
|
2022
Q2 | $824K | Buy |
+22,996
| New | +$824K | ﹤0.01% | 157 |
|
2020
Q2 | – | Sell |
-14,059
| Closed | -$551K | – | 119 |
|
2020
Q1 | $551K | Buy |
14,059
+4,080
| +41% | +$160K | ﹤0.01% | 88 |
|
2019
Q4 | $439K | Hold |
9,979
| – | – | ﹤0.01% | 95 |
|
2019
Q3 | $431K | Hold |
9,979
| – | – | ﹤0.01% | 94 |
|
2019
Q2 | $431K | Hold |
9,979
| – | – | ﹤0.01% | 94 |
|
2019
Q1 | $426K | Hold |
9,979
| – | – | ﹤0.01% | 90 |
|
2018
Q4 | $395K | Hold |
9,979
| – | – | ﹤0.01% | 89 |
|
2018
Q3 | $425K | Hold |
9,979
| – | – | ﹤0.01% | 86 |
|
2018
Q2 | $434K | Hold |
9,979
| – | – | ﹤0.01% | 85 |
|
2018
Q1 | $427K | Hold |
9,979
| – | – | ﹤0.01% | 85 |
|
2017
Q4 | $439K | Hold |
9,979
| – | – | ﹤0.01% | 79 |
|
2017
Q3 | $446K | Hold |
9,979
| – | – | ﹤0.01% | 75 |
|
2017
Q2 | $449K | Buy |
9,979
+28
| +0.3% | +$1.26K | ﹤0.01% | 61 |
|
2017
Q1 | $437K | Buy |
9,951
+168
| +2% | +$7.38K | 0.01% | 54 |
|
2016
Q4 | $410K | Buy |
+9,783
| New | +$410K | 0.01% | 49 |
|