Elmwood Wealth Management’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 |
-480
| Closed | -$21K | – | 266 |
|
|
2021
Q4 | $21K | Buy |
+480
| New | +$21K | 0.01% | 248 |
|
|
2021
Q2 | $17K | Hold |
380
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $17K | Buy |
+380
| New | +$17K | 0.01% | 225 |
|
|
2020
Q3 | $16K | Hold |
380
| – | – | 0.01% | 171 |
|
|
2020
Q2 | $16K | Sell |
380
-5,550
| -94% | -$234K | 0.01% | 171 |
|
|
2020
Q1 | $258K | Buy |
+5,930
| New | +$258K | 0.25% | 77 |
|
|
2019
Q4 | – | Sell |
-380
| Closed | -$17K | – | 204 |
|
|
2019
Q3 | $17K | Sell |
380
-50
| -12% | -$2.24K | 0.02% | 154 |
|
|
2019
Q2 | $19K | Sell |
430
-100
| -19% | -$4.42K | 0.02% | 165 |
|
|
2019
Q1 | $23K | Sell |
530
-3,650
| -87% | -$158K | 0.02% | 148 |
|
|
2018
Q4 | $165K | Sell |
4,180
-500
| -11% | -$19.7K | 0.16% | 92 |
|
|
2018
Q3 | $200K | Sell |
4,680
-1,250
| -21% | -$53.3K | 0.17% | 92 |
|
|
2018
Q2 | $258K | Hold |
5,930
| – | – | 0.23% | 84 |
|
|
2018
Q1 | $258K | Buy |
+5,930
| New | +$258K | 0.25% | 77 |
|