WOSD
WFA of San Diego’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 | $84.1K | Buy |
+2,649
| New | +$84.1K | 0.06% | 153 |
|
|
2024
Q3 | $111K | Hold |
3,119
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $106K | Buy |
+3,119
| New | +$106K | 0.09% | 120 |
|
|
2023
Q3 | $101K | Hold |
3,119
| – | – | 0.1% | 114 |
|
|
2023
Q2 | $104K | Buy |
+3,119
| New | +$104K | 0.1% | 114 |
|
|
2023
Q1 | – | Sell |
-3,119
| Closed | -$102K | – | 334 |
|
|
2022
Q4 | $102K | Buy |
+3,119
| New | +$102K | 0.08% | 139 |
|
|
2022
Q3 | – | Sell |
-3,119
| Closed | -$112K | – | 322 |
|
|
2022
Q2 | $112K | Buy |
+3,119
| New | +$112K | 0.1% | 110 |
|
|
2022
Q1 | – | Sell |
-3,119
| Closed | -$134K | – | 140 |
|
|
2021
Q4 | $134K | Buy |
3,119
+249
| +9% | +$10.7K | 0.08% | 141 |
|
|
2021
Q3 | $125K | Buy |
+2,870
| New | +$125K | 0.09% | 127 |
|