Willis Johnson & Associates’s Principal Spectrum Preferred Securities Active ETF PREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $3.28M | Buy |
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|
2022
Q3 | $3.13M | Buy |
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|
2022
Q2 | $2.77M | Buy |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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