Avantax Planning Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,400
| Closed | -$252K | – | 378 |
|
|
2021
Q4 | $252K | Hold |
9,400
| – | – | 0.01% | 303 |
|
|
2021
Q3 | $268K | Hold |
9,400
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $288K | Hold |
9,400
| – | – | 0.01% | 260 |
|
|
2021
Q1 | $260K | Hold |
9,400
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $264K | Sell |
9,400
-3,837
| -29% | -$108K | 0.01% | 242 |
|
|
2020
Q3 | $351K | Buy |
+13,237
| New | +$351K | 0.02% | 213 |
|