WealthShield Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $205K | Buy |
10,814
+520
| +5% | +$9.86K | 0.02% | 326 |
|
2025
Q1 | $192K | Buy |
10,294
+11
| +0.1% | +$206 | 0.02% | 324 |
|
2024
Q4 | $191K | Buy |
10,283
+21
| +0.2% | +$391 | 0.03% | 287 |
|
2024
Q3 | $193K | Buy |
10,262
+16
| +0.2% | +$301 | 0.03% | 297 |
|
2024
Q2 | $187K | Buy |
10,246
+15
| +0.1% | +$273 | 0.03% | 283 |
|
2024
Q1 | $186K | Buy |
+10,231
| New | +$186K | 0.03% | 275 |
|