IAG Wealth Partners’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,239
| Closed | -$22.6K | – | 522 |
|
|
2024
Q2 | $22.6K | Hold |
1,239
| – | – | ﹤0.01% | 257 |
|
|
2024
Q1 | $22.5K | Hold |
1,239
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $21.7K | Hold |
1,239
| – | – | 0.01% | 228 |
|
|
2023
Q3 | $20.9K | Hold |
1,239
| – | – | 0.01% | 223 |
|
|
2023
Q2 | $21K | Hold |
1,239
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $21.1K | Hold |
1,239
| – | – | 0.01% | 221 |
|
|
2022
Q4 | $21.2K | Hold |
1,239
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $21K | Hold |
1,239
| – | – | 0.01% | 200 |
|
|
2022
Q2 | $21K | Hold |
1,239
| – | – | 0.01% | 202 |
|
|
2022
Q1 | $24K | Hold |
1,239
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $25K | Buy |
+1,239
| New | +$25K | 0.01% | 197 |
|