MWPCG
Measured Wealth Private Client Group’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,866
| Closed | -$461K | – | 177 |
|
|
2022
Q2 | $461K | Sell |
12,866
-8,403
| -40% | -$301K | 0.2% | 76 |
|
|
2022
Q1 | $830K | Sell |
21,269
-6,487
| -23% | -$253K | 0.31% | 39 |
|
|
2021
Q4 | $1.19M | Sell |
27,756
-6,323
| -19% | -$271K | 0.42% | 37 |
|
|
2021
Q3 | $1.48M | Sell |
34,079
-46,893
| -58% | -$2.04M | 0.57% | 28 |
|
|
2021
Q2 | $3.58M | Buy |
80,972
+4,660
| +6% | +$206K | 1.14% | 16 |
|
|
2021
Q1 | $3.31M | Buy |
76,312
+5,479
| +8% | +$238K | 1.18% | 16 |
|
|
2020
Q4 | $3.15M | Buy |
70,833
+12,112
| +21% | +$538K | 1.31% | 15 |
|
|
2020
Q3 | $2.55M | Buy |
58,721
+4,975
| +9% | +$216K | 1.24% | 15 |
|
|
2020
Q2 | $2.25M | Buy |
53,746
+5,849
| +12% | +$245K | 1.31% | 11 |
|
|
2020
Q1 | $1.88M | Sell |
47,897
-6,191
| -11% | -$243K | 1.46% | 13 |
|
|
2019
Q4 | $2.38M | Buy |
54,088
+11,256
| +26% | +$495K | 1.59% | 10 |
|
|
2019
Q3 | $1.89M | Buy |
42,832
+19,465
| +83% | +$859K | 1.22% | 17 |
|
|
2019
Q2 | $1.01M | Buy |
+23,367
| New | +$1.01M | 0.58% | 34 |
|