Fernwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,124
| Closed | -$962K | – | 217 |
|
|
2021
Q3 | $962K | Buy |
22,124
+8,878
| +67% | +$386K | 0.33% | 87 |
|
|
2021
Q2 | $586K | Buy |
13,246
+6,585
| +99% | +$291K | 0.19% | 119 |
|
|
2021
Q1 | $289K | Sell |
6,661
-8,304
| -55% | -$360K | 0.11% | 157 |
|
|
2020
Q4 | $665K | Buy |
14,965
+3,056
| +26% | +$136K | 0.26% | 100 |
|
|
2020
Q3 | $518K | Buy |
11,909
+4,833
| +68% | +$210K | 0.24% | 101 |
|
|
2020
Q2 | $296K | Buy |
+7,076
| New | +$296K | 0.15% | 131 |
|