Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $583K | Hold |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.31M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.71M | Sell |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $643K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $155K | Sell |
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|
2019
Q2 | $204K | Buy |
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