CWM
Collaborative Wealth Management’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,927
| Closed | -$227K | – | 173 |
|
|
2022
Q4 | $227K | Sell |
6,927
-418
| -6% | -$13.7K | 0.15% | 158 |
|
|
2022
Q3 | $256K | Sell |
7,345
-391
| -5% | -$13.6K | 0.18% | 136 |
|
|
2022
Q2 | $277K | Buy |
+7,736
| New | +$277K | 0.18% | 145 |
|
|
2021
Q4 | $348K | Buy |
+8,103
| New | +$348K | 0.19% | 148 |
|
|
2021
Q1 | $318K | Buy |
+8,161
| New | +$318K | 0.18% | 149 |
|