Cambridge Investment Research Advisors’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $301K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $400K | Buy |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $240K | Buy |
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