WCA
Westover Capital Advisors’s SPDR ICE Preferred Securities ETF PSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,500
| Closed | -$236K | – | 191 |
|
|
2021
Q4 | $236K | Sell |
5,500
-700
| -11% | -$30K | 0.07% | 161 |
|
|
2021
Q3 | $269K | Hold |
6,200
| – | – | 0.08% | 149 |
|
|
2021
Q2 | $274K | Hold |
6,200
| – | – | 0.09% | 153 |
|
|
2021
Q1 | $269K | Hold |
6,200
| – | – | 0.09% | 139 |
|
|
2020
Q4 | $275K | Hold |
6,200
| – | – | 0.1% | 126 |
|
|
2020
Q3 | $270K | Hold |
6,200
| – | – | 0.11% | 113 |
|
|
2020
Q2 | $259K | Hold |
6,200
| – | – | 0.12% | 96 |
|
|
2020
Q1 | $243K | Hold |
6,200
| – | – | 0.13% | 103 |
|
|
2019
Q4 | $273K | Hold |
6,200
| – | – | 0.12% | 113 |
|
|
2019
Q3 | $274K | Buy |
6,200
+700
| +13% | +$30.9K | 0.13% | 115 |
|
|
2019
Q2 | $238K | Hold |
5,500
| – | – | 0.12% | 119 |
|
|
2019
Q1 | $235K | Buy |
+5,500
| New | +$235K | 0.12% | 117 |
|