P.J. Schmidt Investment Management (PJS)’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,162
| Closed | -$268K | – | 182 |
|
|
2022
Q4 | $268K | Hold |
8,162
| – | – | 0.06% | 149 |
|
|
2022
Q3 | $264K | Hold |
8,162
| – | – | 0.06% | 152 |
|
|
2022
Q2 | $293K | Sell |
8,162
-3,391
| -29% | -$122K | 0.06% | 143 |
|
|
2022
Q1 | $417K | Buy |
11,553
+1,835
| +19% | +$66.2K | 0.09% | 121 |
|
|
2021
Q4 | $401K | Buy |
9,718
+1,623
| +20% | +$67K | 0.08% | 133 |
|
|
2021
Q3 | $351K | Hold |
8,095
| – | – | 0.07% | 139 |
|
|
2021
Q2 | $354K | Buy |
8,095
+1,578
| +24% | +$69K | 0.07% | 135 |
|
|
2021
Q1 | $285K | Buy |
+6,517
| New | +$285K | 0.06% | 144 |
|