AWM
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Activest Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Activest Wealth Management’s Portfolio PSF Stock Details PSF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 1337
2024
Q4 		– Hold
0
– – – 1112
2024
Q3 		– Sell
-2,500
Closed -$49.5K – 714
2024
Q2 		$49.5K Buy
+2,500
New +$49.5K 0.02% 168