Beaumont Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $484K | Buy |
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|
2025
Q3 | $482K | Buy |
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|
2025
Q2 | $460K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $777K | Buy |
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|
2021
Q4 | $632K | Buy |
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