Apriem Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $531K | Sell |
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|
2023
Q4 | $520K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $523K | Hold |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $672K | Buy |
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|
2021
Q4 | $676K | Hold |
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|
2021
Q3 | $656K | Buy |
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|
2021
Q2 | $621K | Hold |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $444K | Buy |
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|
2019
Q4 | $543K | Buy |
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|
2019
Q3 | $543K | Buy |
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|
2019
Q2 | $496K | Hold |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | $430K | Sell |
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|
2018
Q3 | $657K | Hold |
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|
2018
Q2 | $663K | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $746K | Sell |
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|
2017
Q3 | $867K | Sell |
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|
2017
Q2 | $4.98M | Sell |
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|
2017
Q1 | $5M | Buy |
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|
2016
Q4 | $4.46M | Buy |
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|
2016
Q3 | $4.7M | Buy |
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|
2016
Q2 | $4.58M | Buy |
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|
2016
Q1 | $4.2M | Buy |
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|
2015
Q4 | $3.88M | Sell |
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|
2015
Q3 | $3.98M | Buy |
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|
2015
Q2 | $4.08M | Buy |
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|
2015
Q1 | $4.17M | Buy |
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|
2014
Q4 | $3.82M | Buy |
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|
2014
Q3 | $3.74M | Buy |
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|
2014
Q2 | $3.74M | Sell |
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|
2014
Q1 | $3.71M | Sell |
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|
2013
Q4 | $3.49M | Sell |
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|
2013
Q3 | $3.6M | Buy |
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|
2013
Q2 | $3.63M | Buy |
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