LWS
Lucia Wealth Services’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,563
| Closed | -$578K | – | 205 |
|
|
2018
Q3 | $578K | Sell |
13,563
-6,434
| -32% | -$274K | 0.18% | 98 |
|
|
2018
Q2 | $869K | Sell |
19,997
-77,907
| -80% | -$3.39M | 0.38% | 62 |
|
|
2018
Q1 | $4.25M | Buy |
97,904
+83,191
| +565% | +$3.61M | 1.38% | 27 |
|
|
2017
Q4 | $648K | Buy |
+14,713
| New | +$648K | 0.29% | 69 |
|