WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-641
| Closed | -$21.8K | – | 962 |
|
|
2023
Q1 | $21.8K | Hold |
641
| – | – | 0.01% | 418 |
|
|
2022
Q4 | $21K | Hold |
641
| – | – | 0.01% | 215 |
|
|
2022
Q3 | $22.3K | Hold |
641
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $23K | Buy |
641
+125
| +24% | +$4.48K | 0.02% | 214 |
|
|
2022
Q1 | $20.1K | Buy |
+516
| New | +$20.1K | 0.01% | 229 |
|