Daymark Wealth Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
24,700
| – | – | 0.02% | 355 |
|
|
2025
Q1 | $494K | Hold |
24,700
| – | – | 0.02% | 333 |
|
|
2024
Q4 | $488K | Hold |
24,700
| – | – | 0.02% | 324 |
|
|
2024
Q3 | $530K | Buy |
24,700
+5,000
| +25% | +$107K | 0.02% | 327 |
|
|
2024
Q2 | $390K | Hold |
19,700
| – | – | 0.02% | 360 |
|
|
2024
Q1 | $394K | Buy |
+19,700
| New | +$394K | 0.02% | 300 |
|