Crewe 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-950
| Closed | -$16.3K | – | 992 |
|
2023
Q4 | $16.3K | Hold |
950
| – | – | ﹤0.01% | 174 |
|
2023
Q3 | $16K | Hold |
950
| – | – | ﹤0.01% | 213 |
|
2023
Q2 | $16.8K | Hold |
950
| – | – | ﹤0.01% | 356 |
|
2023
Q1 | $16.8K | Hold |
950
| – | – | ﹤0.01% | 462 |
|
2022
Q4 | $15.9K | Hold |
950
| – | – | ﹤0.01% | 459 |
|
2022
Q3 | $16K | Sell |
950
-950
| -50% | -$16K | ﹤0.01% | 533 |
|
2022
Q2 | $34K | Hold |
1,900
| – | – | 0.01% | 344 |
|
2022
Q1 | $39K | Buy |
+1,900
| New | +$39K | 0.01% | 243 |
|