CIBC Private Wealth Group’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Hold |
1,500
| – | – | ﹤0.01% | 1889 |
|
|
2025
Q1 | $27.5K | Sell |
1,500
-1,166
| -44% | -$21.3K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $49.6K | Hold |
2,666
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q3 | $50.1K | Buy |
2,666
+1,166
| +78% | +$21.9K | ﹤0.01% | 1772 |
|
|
2024
Q2 | $27.4K | Buy |
+1,500
| New | +$27.4K | ﹤0.01% | 1915 |
|
|
2022
Q2 | – | Sell |
-70,733
| Closed | -$1.34M | – | 1274 |
|
|
2022
Q1 | $1.34M | Hold |
70,733
| – | – | ﹤0.01% | 592 |
|
|
2021
Q4 | $1.43M | Hold |
70,733
| – | – | ﹤0.01% | 576 |
|
|
2021
Q3 | $1.47M | Buy |
70,733
+12,025
| +20% | +$249K | ﹤0.01% | 551 |
|
|
2021
Q2 | $1.22M | Hold |
58,708
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $1.2M | Hold |
58,708
| – | – | ﹤0.01% | 633 |
|
|
2020
Q4 | $1.21M | Buy |
+58,708
| New | +$1.21M | ﹤0.01% | 595 |
|