Activest Wealth Management’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $143K | Hold |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $148K | Buy |
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|
2024
Q1 | $144K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $166K | Buy |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $120K | Buy |
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|
2022
Q1 | $136K | Buy |
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|
2021
Q4 | $145K | Buy |
|