Commonwealth Equity Services’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
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $347K | Sell |
|
|||||
|
2025
Q1 | $379K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $366K | Buy |
|
|||||
|
2024
Q2 | $344K | Buy |
|
|||||
|
2024
Q1 | $339K | Sell |
|
|||||
|
2023
Q4 | $347K | Buy |
|
|||||
|
2023
Q3 | $334K | Sell |
|
|||||
|
2023
Q2 | $373K | Sell |
|
|||||
|
2023
Q1 | $481 | Buy |
|
|||||
|
2022
Q4 | $435K | Buy |
|