CWM
Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-32,238
| Closed | -$1.38M | – | 626 |
|
|
2021
Q4 | $1.38M | Buy |
32,238
+3,250
| +11% | +$139K | 0.24% | 49 |
|
|
2021
Q3 | $1.26M | Buy |
28,988
+2,096
| +8% | +$91K | 0.58% | 29 |
|
|
2021
Q2 | $1.19M | Buy |
26,892
+3,848
| +17% | +$170K | 0.6% | 29 |
|
|
2021
Q1 | $1M | Buy |
23,044
+1,257
| +6% | +$54.5K | 0.63% | 28 |
|
|
2020
Q4 | $967K | Buy |
+21,787
| New | +$967K | 0.7% | 26 |
|