GeoWealth 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-87,580
| Closed | -$2.89M | – | 1630 |
|
2024
Q4 | $2.89M | Buy |
+87,580
| New | +$2.89M | 0.09% | 143 |
|
2024
Q1 | – | Sell |
-77,425
| Closed | -$2.6M | – | 895 |
|
2023
Q4 | $2.6M | Buy |
+77,425
| New | +$2.6M | 0.21% | 99 |
|
2023
Q3 | – | Sell |
-20,192
| Closed | -$676K | – | 511 |
|
2023
Q2 | $676K | Buy |
+20,192
| New | +$676K | 0.07% | 147 |
|
2022
Q1 | – | Sell |
-11,241
| Closed | -$483K | – | 416 |
|
2021
Q4 | $483K | Buy |
11,241
+171
| +2% | +$7.35K | 0.04% | 215 |
|
2021
Q3 | $481K | Buy |
+11,070
| New | +$481K | 0.04% | 221 |
|