TPWM
Twelve Points Wealth Management’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
153,924
+9,461
| +7% | +$300K | 1.32% | 14 |
|
|
2025
Q1 | $4.68M | Buy |
144,463
+20,936
| +17% | +$678K | 1.27% | 14 |
|
|
2024
Q4 | $4.08M | Buy |
123,527
+40,167
| +48% | +$1.33M | 1.17% | 16 |
|
|
2024
Q3 | $2.97M | Buy |
83,360
+12,075
| +17% | +$431K | 0.94% | 19 |
|
|
2024
Q2 | $2.42M | Buy |
71,285
+10,123
| +17% | +$343K | 0.85% | 23 |
|
|
2024
Q1 | $2.13M | Buy |
61,162
+4,245
| +7% | +$148K | 0.78% | 23 |
|
|
2023
Q4 | $1.91M | Buy |
56,917
+1,294
| +2% | +$43.4K | 0.9% | 25 |
|
|
2023
Q3 | $1.81M | Buy |
55,623
+5,843
| +12% | +$190K | 0.9% | 26 |
|
|
2023
Q2 | $1.67M | Buy |
49,780
+6,595
| +15% | +$221K | 0.89% | 27 |
|
|
2023
Q1 | $1.47M | Buy |
43,185
+9,986
| +30% | +$339K | 0.84% | 30 |
|
|
2022
Q4 | $1.09M | Buy |
33,199
+3,536
| +12% | +$116K | 0.74% | 37 |
|
|
2022
Q3 | $1.03M | Buy |
29,663
+1,031
| +4% | +$35.9K | 0.8% | 32 |
|
|
2022
Q2 | $1.03M | Buy |
28,632
+6,805
| +31% | +$244K | 0.79% | 33 |
|
|
2022
Q1 | $851K | Buy |
21,827
+9,227
| +73% | +$360K | 0.64% | 45 |
|
|
2021
Q4 | $541K | Buy |
+12,600
| New | +$541K | 0.44% | 78 |
|