Beaumont Financial 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 | $460K | Buy |
26,859
+16
| +0.1% | +$274 | 0.03% | 233 |
|
|
2025
Q1 | $450K | Buy |
+26,843
| New | +$450K | 0.04% | 235 |
|
|
2023
Q3 | – | Sell |
-21,411
| Closed | -$378K | – | 344 |
|
|
2023
Q2 | $378K | Buy |
21,411
+5,013
| +31% | +$88.6K | 0.03% | 230 |
|
|
2023
Q1 | $289K | Sell |
16,398
-467
| -3% | -$8.24K | 0.03% | 254 |
|
|
2022
Q4 | $282K | Sell |
16,865
-11,068
| -40% | -$185K | 0.03% | 262 |
|
|
2022
Q3 | $480K | Sell |
27,933
-151
| -0.5% | -$2.6K | 0.05% | 174 |
|
|
2022
Q2 | $508K | Sell |
28,084
-9,754
| -26% | -$176K | 0.05% | 174 |
|
|
2022
Q1 | $777K | Buy |
37,838
+8,969
| +31% | +$184K | 0.06% | 170 |
|
|
2021
Q4 | $632K | Buy |
+28,869
| New | +$632K | 0.05% | 185 |
|