Falcon Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,177
| Closed | -$204K | – | 170 |
|
|
2024
Q4 | $204K | Sell |
6,177
-8,910
| -59% | -$294K | 0.02% | 156 |
|
|
2024
Q3 | $538K | Buy |
15,087
+7,029
| +87% | +$251K | 0.06% | 87 |
|
|
2024
Q2 | $273K | Sell |
8,058
-13,544
| -63% | -$460K | 0.04% | 114 |
|
|
2024
Q1 | $753K | Sell |
21,602
-538
| -2% | -$18.8K | 0.12% | 62 |
|
|
2023
Q4 | $742K | Buy |
22,140
+3,642
| +20% | +$122K | 0.13% | 57 |
|
|
2023
Q3 | $600K | Buy |
18,498
+7,565
| +69% | +$246K | 0.13% | 54 |
|
|
2023
Q2 | $366K | Buy |
10,933
+462
| +4% | +$15.5K | 0.08% | 73 |
|
|
2023
Q1 | $356K | Buy |
10,471
+94
| +0.9% | +$3.19K | 0.09% | 66 |
|
|
2022
Q4 | $341K | Sell |
10,377
-1,549
| -13% | -$50.8K | 0.1% | 68 |
|
|
2022
Q3 | $416K | Sell |
11,926
-6,030
| -34% | -$210K | 0.14% | 48 |
|
|
2022
Q2 | $644K | Buy |
+17,956
| New | +$644K | 0.22% | 44 |
|