Cetera Investment Advisers’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
13,892
+50
| +0.4% | +$990 | ﹤0.01% | 3469 |
|
|
2025
Q1 | $269K | Sell |
13,842
-2
| -0% | -$39 | ﹤0.01% | 3358 |
|
|
2024
Q4 | $266K | Buy |
13,844
+79
| +0.6% | +$1.52K | ﹤0.01% | 3204 |
|
|
2024
Q3 | $290K | Buy |
13,765
+2,064
| +18% | +$43.4K | ﹤0.01% | 3093 |
|
|
2024
Q2 | $232K | Buy |
11,701
+417
| +4% | +$8.28K | ﹤0.01% | 3255 |
|
|
2024
Q1 | $221K | Buy |
+11,284
| New | +$221K | ﹤0.01% | 3290 |
|