Intercontinental 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-860
| Closed | -$38K | – | 269 |
|
2019
Q4 | $38K | Sell |
860
-215
| -20% | -$9.5K | 0.03% | 197 |
|
2019
Q3 | $47K | Hold |
1,075
| – | – | 0.03% | 220 |
|
2019
Q2 | $46K | Hold |
1,075
| – | – | 0.02% | 211 |
|
2019
Q1 | $46K | Hold |
1,075
| – | – | 0.02% | 229 |
|
2018
Q4 | $43K | Buy |
+1,075
| New | +$43K | 0.02% | 228 |
|