Glass Jacobson Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,125
| Closed | -$39.2K | – | 777 |
|
2024
Q1 | $39.2K | Hold |
1,125
| – | – | 0.01% | 380 |
|
2023
Q4 | $37.7K | Sell |
1,125
-600
| -35% | -$20.1K | 0.02% | 361 |
|
2023
Q3 | $56K | Hold |
1,725
| – | – | 0.03% | 313 |
|
2023
Q2 | $57.7K | Buy |
+1,725
| New | +$57.7K | 0.03% | 317 |
|
2022
Q4 | $75.3K | Buy |
+2,295
| New | +$75.3K | 0.04% | 292 |
|