Mayflower Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $250K | Hold |
7,875
| – | – | 0.03% | 353 |
|
2025
Q1 | $255K | Hold |
7,875
| – | – | 0.04% | 331 |
|
2024
Q4 | $260K | Buy |
+7,875
| New | +$260K | 0.04% | 314 |
|
2024
Q3 | – | Sell |
-6,225
| Closed | -$211K | – | 378 |
|
2024
Q2 | $211K | Hold |
6,225
| – | – | 0.03% | 331 |
|
2024
Q1 | $217K | Hold |
6,225
| – | – | 0.04% | 333 |
|
2023
Q4 | $209K | Sell |
6,225
-390
| -6% | -$13.1K | 0.03% | 317 |
|
2023
Q3 | $215K | Hold |
6,615
| – | – | 0.03% | 308 |
|
2023
Q2 | $221K | Buy |
+6,615
| New | +$221K | 0.03% | 323 |
|
2022
Q2 | – | Sell |
-5,320
| Closed | -$208K | – | 358 |
|
2022
Q1 | $208K | Sell |
5,320
-1,000
| -16% | -$39.1K | 0.03% | 326 |
|
2021
Q4 | $271K | Sell |
6,320
-940
| -13% | -$40.3K | 0.04% | 282 |
|
2021
Q3 | $314K | Hold |
7,260
| – | – | 0.04% | 255 |
|
2021
Q2 | $321K | Sell |
7,260
-1,150
| -14% | -$50.8K | 0.04% | 231 |
|
2021
Q1 | $365K | Buy |
8,410
+1,760
| +26% | +$76.4K | 0.05% | 201 |
|
2020
Q4 | $295K | Buy |
+6,650
| New | +$295K | 0.05% | 209 |
|