Sunesis Advisors’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21,043
Closed -$368K 69
2023
Q4
$368K Hold
21,043
0.22% 45
2023
Q3
$355K Buy
+21,043
New +$355K 0.25% 45
2023
Q1
$358K Buy
+21,043
New +$358K 0.26% 47