Arkadios Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-48
Closed -$1K 1459
2021
Q3
$1K Sell
48
-369
-88% -$11.3K ﹤0.01% 1826
2021
Q2
$12K Buy
417
+337
+421% +$9.96K ﹤0.01% 1483
2021
Q1
$2K Sell
80
-33
-29% -$895 ﹤0.01% 1539
2020
Q4
$3K Buy
+113
New +$2.99K ﹤0.01% 1218

Other funds holding PSF

Arkadios Wealth Advisors's PSF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2021, closing a stake of 48 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in PSF in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 46 funds tracked by Wall St. Rank hold PSF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 48 Cohen & Steers Select Preferred & Income Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $12K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.