LWA
Lowe 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 | $112K | Hold |
3,538
| – | – | 0.04% | 84 |
|
|
2025
Q1 | $115K | Hold |
3,538
| – | – | 0.05% | 84 |
|
|
2024
Q4 | $117K | Hold |
3,538
| – | – | 0.05% | 78 |
|
|
2024
Q3 | $126K | Hold |
3,538
| – | – | 0.05% | 67 |
|
|
2024
Q2 | $120K | Hold |
3,538
| – | – | 0.05% | 64 |
|
|
2024
Q1 | $123K | Hold |
3,538
| – | – | 0.06% | 67 |
|
|
2023
Q4 | $119K | Hold |
3,538
| – | – | 0.06% | 69 |
|
|
2023
Q3 | $115K | Sell |
3,538
-235
| -6% | -$7.63K | 0.06% | 67 |
|
|
2023
Q2 | $126K | Hold |
3,773
| – | – | 0.06% | 65 |
|
|
2023
Q1 | $128K | Sell |
3,773
-4,300
| -53% | -$146K | 0.07% | 61 |
|
|
2022
Q4 | $265K | Buy |
8,073
+400
| +5% | +$13.1K | 0.15% | 43 |
|
|
2022
Q3 | $267K | Hold |
7,673
| – | – | 0.16% | 38 |
|
|
2022
Q2 | $275K | Hold |
7,673
| – | – | 0.15% | 38 |
|
|
2022
Q1 | $299K | Buy |
7,673
+450
| +6% | +$17.5K | 0.14% | 41 |
|
|
2021
Q4 | $310K | Hold |
7,223
| – | – | 0.14% | 37 |
|
|
2021
Q3 | $314K | Buy |
7,223
+3,478
| +93% | +$151K | 0.15% | 36 |
|
|
2021
Q2 | $166K | Buy |
3,745
+1,250
| +50% | +$55.4K | 0.08% | 47 |
|
|
2021
Q1 | $108K | Buy |
2,495
+1,295
| +108% | +$56.1K | 0.05% | 58 |
|
|
2020
Q4 | $53K | Buy |
+1,200
| New | +$53K | 0.03% | 81 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$1K | – | 300 |
|
|
2020
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 279 |
|