TFA
Tobias Financial Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,688
| Closed | -$227K | – | 110 |
|
|
2024
Q2 | $227K | Hold |
6,688
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $233K | Hold |
6,688
| – | – | 0.05% | 88 |
|
|
2023
Q4 | $224K | Buy |
+6,688
| New | +$224K | 0.05% | 86 |
|
|
2020
Q1 | – | Sell |
-96,138
| Closed | -$4.23M | – | 219 |
|
|
2019
Q4 | $4.23M | Buy |
+96,138
| New | +$4.23M | 2.71% | 10 |
|