Carson Wealth (CWM LLC)’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-126
| Closed | -$2K | – | 4459 |
|
|
2023
Q2 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 3830 |
|
|
2023
Q1 | – | Sell |
-22
| Closed | – | – | 4272 |
|
|
2022
Q4 | $0 | Hold |
22
| – | – | ﹤0.01% | 4180 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 4110 |
|
|
2022
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 4020 |
|