West Wealth Group’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,075
| Closed | -$539K | – | 86 |
|
2023
Q4 | $539K | Sell |
16,075
-2,635
| -14% | -$88.3K | 0.21% | 40 |
|
2023
Q3 | $607K | Sell |
18,710
-525
| -3% | -$17K | 0.27% | 36 |
|
2023
Q2 | $644K | Buy |
19,235
+1,073
| +6% | +$35.9K | 0.27% | 30 |
|
2023
Q1 | $617K | Buy |
18,162
+2,886
| +19% | +$98K | 0.29% | 25 |
|
2022
Q4 | $501K | Buy |
15,276
+219
| +1% | +$7.19K | 0.25% | 33 |
|
2022
Q3 | $524K | Sell |
15,057
-3,030
| -17% | -$105K | 0.27% | 33 |
|
2022
Q2 | $648K | Buy |
18,087
+6,534
| +57% | +$234K | 0.3% | 32 |
|
2022
Q1 | $450K | Buy |
+11,553
| New | +$450K | 0.18% | 36 |
|