Private Trust Company’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Buy |
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|
2025
Q2 | $116K | Buy |
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|
2025
Q1 | $63.8K | Sell |
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|
2024
Q4 | $78.4K | Sell |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $55.6K | Hold |
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|
2023
Q2 | $55.9K | Hold |
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|
2023
Q1 | $56K | Hold |
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|
2022
Q4 | $56K | Hold |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $57K | Buy |
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