CBIZ Investment Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,887
| Closed | -$424K | – | 29 |
|
2021
Q4 | $424K | Buy |
+9,887
| New | +$424K | 0.03% | 30 |
|
2021
Q3 | – | Hold |
0
| – | -$437K | – | 107 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 31 |
|
2021
Q1 | – | Hold |
0
| – | -$413K | – | 107 |
|
2020
Q4 | – | Hold |
0
| – | -$404K | – | 21 |
|
2020
Q3 | – | Hold |
0
| – | -$423K | – | 22 |
|
2020
Q2 | – | Hold |
0
| – | -$396K | – | 21 |
|
2020
Q1 | – | Hold |
0
| – | -$296K | – | 21 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 41 |
|