Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,160
| Closed | -$747K | – | 128 |
|
|
2024
Q4 | $747K | Buy |
40,160
+1,055
| +3% | +$19.6K | 0.33% | 75 |
|
|
2024
Q3 | $736K | Buy |
39,105
+1,853
| +5% | +$34.9K | 0.36% | 76 |
|
|
2024
Q2 | $679K | Buy |
37,252
+788
| +2% | +$14.4K | 0.37% | 74 |
|
|
2024
Q1 | $662K | Buy |
36,464
+6,500
| +22% | +$118K | 0.37% | 82 |
|
|
2023
Q4 | $525K | Buy |
29,964
+238
| +0.8% | +$4.17K | 0.19% | 123 |
|
|
2023
Q3 | $501K | Buy |
+29,726
| New | +$501K | 0.17% | 143 |
|