FWM
Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-95,100
| Closed | -$4.2M | – | 115 |
|
|
2019
Q3 | $4.2M | Buy |
95,100
+11,455
| +14% | +$506K | 3.03% | 6 |
|
|
2019
Q2 | $3.61M | Buy |
83,645
+1,831
| +2% | +$79.1K | 2.73% | 9 |
|
|
2019
Q1 | $3.49M | Buy |
81,814
+16,727
| +26% | +$714K | 3.03% | 6 |
|
|
2018
Q4 | $2.58M | Buy |
+65,087
| New | +$2.58M | 2.73% | 10 |
|