Stonebridge Financial Planning Group’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,240
| Closed | -$252K | – | 125 |
|
|
2022
Q3 | $252K | Sell |
7,240
-2,750
| -28% | -$95.7K | 0.18% | 105 |
|
|
2022
Q2 | $358K | Sell |
9,990
-3,608
| -27% | -$129K | 0.24% | 88 |
|
|
2022
Q1 | $530K | Buy |
13,598
+270
| +2% | +$10.5K | 0.3% | 72 |
|
|
2021
Q4 | $543K | Sell |
13,328
-3,285
| -20% | -$134K | 0.28% | 71 |
|
|
2021
Q3 | $719K | Sell |
16,613
-1,451
| -8% | -$62.8K | 0.35% | 61 |
|
|
2021
Q2 | $796K | Sell |
18,064
-13,142
| -42% | -$579K | 0.42% | 55 |
|
|
2021
Q1 | $1.36M | Sell |
31,206
-12,551
| -29% | -$547K | 0.8% | 37 |
|
|
2020
Q4 | $1.94M | Buy |
43,757
+11,030
| +34% | +$490K | 1.23% | 25 |
|
|
2020
Q3 | $1.43M | Buy |
+32,727
| New | +$1.43M | 1.03% | 29 |
|