PWA
Provenance Wealth Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
31,535
| – | – | 0.14% | 35 |
|
|
2025
Q1 | $1.02M | Hold |
31,535
| – | – | 0.15% | 34 |
|
|
2024
Q4 | $1.04M | Hold |
31,535
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $1.12M | Sell |
31,535
-20,000
| -39% | -$713K | 0.14% | 61 |
|
|
2024
Q2 | $1.75M | Hold |
51,535
| – | – | 0.24% | 32 |
|
|
2024
Q1 | $1.8M | Sell |
51,535
-133,954
| -72% | -$4.67M | 0.25% | 29 |
|
|
2023
Q4 | $6.22M | Sell |
185,489
-13,357
| -7% | -$448K | 0.84% | 14 |
|
|
2023
Q3 | $6.45M | Buy |
+198,846
| New | +$6.45M | 1.04% | 11 |
|