CAPTRUST Financial 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 | $467K | Buy |
+14,717
| New | +$467K | ﹤0.01% | 1773 |
|
|
2024
Q2 | – | Sell |
-26,666
| Closed | -$930K | – | 2237 |
|
|
2024
Q1 | $930K | Buy |
+26,666
| New | +$930K | ﹤0.01% | 1165 |
|
|
2022
Q3 | – | Sell |
-150
| Closed | -$5K | – | 3544 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 4112 |
|
|
2022
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 4084 |
|
|
2021
Q4 | – | Sell |
-550
| Closed | -$24K | – | 4880 |
|
|
2021
Q3 | $24K | Buy |
+550
| New | +$24K | ﹤0.01% | 3047 |
|
|
2021
Q1 | – | Sell |
-770
| Closed | -$34K | – | 4450 |
|
|
2020
Q4 | $34K | Buy |
+770
| New | +$34K | ﹤0.01% | 2005 |
|