Balanced Rock Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
25,412
+2,158
| +9% | +$36.9K | 0.34% | 63 |
|
|
2025
Q1 | $390K | Buy |
23,254
+965
| +4% | +$16.2K | 0.31% | 64 |
|
|
2024
Q4 | $384K | Buy |
22,289
+1,151
| +5% | +$19.9K | 0.3% | 63 |
|
|
2024
Q3 | $386K | Buy |
21,138
+1,128
| +6% | +$20.6K | 0.3% | 66 |
|
|
2024
Q2 | $346K | Buy |
20,010
+2,801
| +16% | +$48.5K | 0.29% | 64 |
|
|
2024
Q1 | $304K | Buy |
+17,209
| New | +$304K | 0.26% | 72 |
|