EP Wealth Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,531
| Closed | -$201K | – | 517 |
|
|
2020
Q4 | $201K | Sell |
4,531
-4,930
| -52% | -$219K | 0.01% | 416 |
|
|
2020
Q3 | $411K | Buy |
+9,461
| New | +$411K | 0.02% | 253 |
|
|
2020
Q2 | – | Sell |
-10,759
| Closed | -$422K | – | 259 |
|
|
2020
Q1 | $422K | Buy |
10,759
+1,388
| +15% | +$54.4K | 0.02% | 269 |
|
|
2019
Q4 | $412K | Buy |
+9,371
| New | +$412K | 0.02% | 298 |
|