HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,093,150
| Closed | -$13K | – | 247 |
|
|
2020
Q4 | $13K | Hold |
2,093,150
| – | – | ﹤0.01% | 246 |
|
|
2020
Q3 | $13K | Hold |
2,093,150
| – | – | ﹤0.01% | 219 |
|
|
2020
Q2 | $9K | Hold |
2,093,150
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $12K | Hold |
2,093,150
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $11K | Buy |
+2,093,150
| New | +$11K | ﹤0.01% | 209 |
|
|
2019
Q3 | – | Sell |
-2,093,000
| Closed | -$4K | – | 159 |
|
|
2019
Q2 | $4K | Sell |
2,093,000
-150
| -0% | – | ﹤0.01% | 154 |
|
|
2019
Q1 | $10K | Hold |
2,093,150
| – | – | ﹤0.01% | 170 |
|
|
2018
Q4 | $9K | Hold |
2,093,150
| – | – | ﹤0.01% | 158 |
|
|
2018
Q3 | $10K | Hold |
2,093,150
| – | – | ﹤0.01% | 155 |
|
|
2018
Q2 | $10K | Hold |
2,093,150
| – | – | ﹤0.01% | 168 |
|
|
2018
Q1 | $10K | Buy |
2,093,150
+50
| +0% | – | ﹤0.01% | 165 |
|
|
2017
Q4 | $8K | Hold |
2,093,100
| – | – | ﹤0.01% | 167 |
|
|
2017
Q3 | $8K | Hold |
2,093,100
| – | – | ﹤0.01% | 161 |
|
|
2017
Q2 | $7K | Hold |
2,093,100
| – | – | ﹤0.01% | 139 |
|
|
2017
Q1 | $8K | Hold |
2,093,100
| – | – | ﹤0.01% | 151 |
|
|
2016
Q4 | $8K | Buy |
+2,093,100
| New | +$8K | ﹤0.01% | 149 |
|