MCWA
Meadow Creek Wealth Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
130,435
+16,762
| +15% | +$318K | 1.67% | 14 |
|
|
2025
Q1 | $2.13M | Buy |
113,673
+7,755
| +7% | +$145K | 1.59% | 14 |
|
|
2024
Q4 | $1.97M | Buy |
105,918
+23,456
| +28% | +$437K | 1.42% | 15 |
|
|
2024
Q3 | $1.55M | Hold |
82,462
| – | – | 1.23% | 21 |
|
|
2024
Q2 | $1.5M | Sell |
82,462
-56,760
| -41% | -$1.03M | 1.42% | 19 |
|
|
2024
Q1 | $2.53M | Sell |
139,222
-290
| -0.2% | -$5.26K | 1.76% | 11 |
|
|
2023
Q4 | $2.44M | Buy |
+139,512
| New | +$2.44M | 2.38% | 7 |
|