Atria Wealth Solutions’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 | – | Sell |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $453K | Sell |
|
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $471K | Sell |
|
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $608K | Buy |
|