BWM
BCS Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-55,362
| Closed | -$1.14M | – | 161 |
|
|
2020
Q4 | $1.14M | Sell |
55,362
-299
| -0.5% | -$6.15K | 0.59% | 37 |
|
|
2020
Q3 | $1.07M | Hold |
55,661
| – | – | 0.6% | 36 |
|
|
2020
Q2 | $1.01M | Hold |
55,661
| – | – | 0.61% | 34 |
|
|
2020
Q1 | $918K | Buy |
55,661
+2,458
| +5% | +$40.5K | 0.64% | 35 |
|
|
2019
Q4 | $1.08M | Buy |
+53,203
| New | +$1.08M | 0.72% | 30 |
|