TCWA
Ten Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $235K | Sell |
7,047
-2,337
| -25% | -$77.9K | 0.07% | 115 |
|
2023
Q1 | $319K | Sell |
9,384
-2,029
| -18% | -$68.9K | 0.1% | 68 |
|
2022
Q4 | $375K | Sell |
11,413
-3,246
| -22% | -$107K | 0.15% | 50 |
|
2022
Q3 | $511K | Sell |
14,659
-1,097
| -7% | -$38.2K | 0.23% | 43 |
|
2022
Q2 | $565K | Sell |
15,756
-693
| -4% | -$24.9K | 0.25% | 43 |
|
2022
Q1 | $642K | Sell |
16,449
-4,625
| -22% | -$181K | 0.27% | 38 |
|
2021
Q4 | $904K | Buy |
21,074
+4,730
| +29% | +$203K | 0.37% | 34 |
|
2021
Q3 | $710K | Sell |
16,344
-73,901
| -82% | -$3.21M | 0.33% | 33 |
|
2021
Q2 | $3.99M | Sell |
90,245
-14,477
| -14% | -$640K | 0.9% | 31 |
|
2021
Q1 | $4.55M | Sell |
104,722
-13,133
| -11% | -$570K | 1.11% | 25 |
|
2020
Q4 | $5.23M | Buy |
117,855
+482
| +0.4% | +$21.4K | 1.46% | 22 |
|
2020
Q3 | $5.1M | Buy |
+117,373
| New | +$5.1M | 1.72% | 19 |
|