EverSource Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.57K | Hold |
559
| – | – | ﹤0.01% | 2826 |
|
|
2025
Q1 | $9.37K | Hold |
559
| – | – | ﹤0.01% | 2147 |
|
|
2024
Q4 | $9.64K | Hold |
559
| – | – | ﹤0.01% | 2016 |
|
|
2024
Q3 | $10.2K | Sell |
559
-763
| -58% | -$13.9K | ﹤0.01% | 1854 |
|
|
2024
Q2 | $22.8K | Hold |
1,322
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q1 | $22.4K | Buy |
+1,322
| New | +$22.4K | ﹤0.01% | 1310 |
|