Clearstead 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 | $2.91K | Buy |
170
+3
| +2% | +$51 | ﹤0.01% | 2239 |
|
|
2025
Q1 | $2.79K | Buy |
167
+2
| +1% | +$33 | ﹤0.01% | 1832 |
|
|
2024
Q4 | $2.86K | Buy |
165
+5
| +3% | +$87 | ﹤0.01% | 1798 |
|
|
2024
Q3 | $2.92K | Buy |
160
+3
| +2% | +$55 | ﹤0.01% | 1786 |
|
|
2024
Q2 | $2.72K | Buy |
+157
| New | +$2.72K | ﹤0.01% | 1783 |
|
|
2022
Q3 | – | Sell |
-6,750
| Closed | -$122K | – | 1331 |
|
|
2022
Q2 | $122K | Buy |
+6,750
| New | +$122K | 0.01% | 458 |
|