CSM Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $505K | Hold |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $530K | Hold |
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|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $523K | Hold |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $527K | Hold |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $532K | Hold |
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|
2022
Q2 | $557K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $627K | Hold |
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|
2021
Q3 | $629K | Hold |
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|
2021
Q2 | $635K | Buy |
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