Carson Wealth (CWM LLC)’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $207K | Buy |
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|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $192K | Buy |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $178K | Buy |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | $160K | Hold |
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|
2023
Q2 | $161K | Hold |
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|
2023
Q1 | $161K | Hold |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $159K | Buy |
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|
2022
Q2 | $163K | Hold |
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|
2022
Q1 | $179K | Hold |
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|
2021
Q4 | $191K | Buy |
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|
2021
Q2 | $121K | Hold |
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|
2021
Q1 | $121K | Hold |
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|
2020
Q4 | $121K | Hold |
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|
2020
Q3 | $121K | Sell |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $121K | Hold |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $121K | Buy |
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