LRWA
Long Run Wealth Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Buy |
201,124
+16,000
| +9% | +$508K | 1.34% | 22 |
|
|
2025
Q1 | $6M | Buy |
185,124
+20,550
| +12% | +$666K | 1.36% | 20 |
|
|
2024
Q4 | $5.43M | Buy |
164,574
+13,198
| +9% | +$435K | 1.3% | 20 |
|
|
2024
Q3 | $5.4M | Buy |
151,376
+11,012
| +8% | +$393K | 1.27% | 20 |
|
|
2024
Q2 | $4.76M | Buy |
140,364
+5,621
| +4% | +$191K | 1.21% | 22 |
|
|
2024
Q1 | $4.7M | Buy |
134,743
+3,823
| +3% | +$133K | 1.24% | 22 |
|
|
2023
Q4 | $4.39M | Sell |
130,920
-2,849
| -2% | -$95.5K | 1.27% | 22 |
|
|
2023
Q3 | $4.34M | Sell |
133,769
-607
| -0.5% | -$19.7K | 1.41% | 20 |
|
|
2023
Q2 | $4.5M | Sell |
134,376
-41,526
| -24% | -$1.39M | 1.44% | 20 |
|
|
2023
Q1 | $5.97M | Buy |
175,902
+10,491
| +6% | +$356K | 2.03% | 14 |
|
|
2022
Q4 | $5.43M | Sell |
165,411
-2,363
| -1% | -$77.6K | 1.95% | 13 |
|
|
2022
Q3 | $5.85M | Buy |
167,774
+99
| +0.1% | +$3.45K | 2.32% | 14 |
|
|
2022
Q2 | $6.01M | Buy |
167,675
+17,019
| +11% | +$610K | 2.33% | 12 |
|
|
2022
Q1 | $5.87M | Buy |
150,656
+10,186
| +7% | +$397K | 2.05% | 14 |
|
|
2021
Q4 | $6.03M | Buy |
+140,470
| New | +$6.03M | 2.1% | 13 |
|