GWM
GSB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,334
| Closed | -$312K | – | 203 |
|
|
2023
Q2 | $312K | Buy |
9,334
+76
| +0.8% | +$2.54K | 0.1% | 162 |
|
|
2023
Q1 | $314K | Buy |
9,258
+47
| +0.5% | +$1.6K | 0.1% | 162 |
|
|
2022
Q4 | $302K | Buy |
9,211
+97
| +1% | +$3.18K | 0.11% | 160 |
|
|
2022
Q3 | $318K | Buy |
9,114
+67
| +0.7% | +$2.34K | 0.12% | 165 |
|
|
2022
Q2 | $324K | Buy |
9,047
+66
| +0.7% | +$2.36K | 0.11% | 171 |
|
|
2022
Q1 | $350K | Buy |
8,981
+40
| +0.4% | +$1.56K | 0.1% | 177 |
|
|
2021
Q4 | $384K | Buy |
+8,941
| New | +$384K | 0.11% | 170 |
|
|
2021
Q3 | – | Sell |
-5,342
| Closed | -$236K | – | 199 |
|
|
2021
Q2 | $236K | Buy |
5,342
+10
| +0.2% | +$442 | 0.07% | 203 |
|
|
2021
Q1 | $232K | Buy |
5,332
+817
| +18% | +$35.5K | 0.08% | 195 |
|
|
2020
Q4 | $201K | Buy |
+4,515
| New | +$201K | 0.9% | 48 |
|
|
2017
Q4 | – | Sell |
-4,515
| Closed | -$202K | – | 54 |
|
|
2017
Q3 | $202K | Hold |
4,515
| – | – | 0.96% | 49 |
|
|
2017
Q2 | $203K | Buy |
+4,515
| New | +$203K | 0.92% | 54 |
|