EWA
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EverSource Wealth Advisors’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

EverSource Wealth Advisors’s Portfolio PRFD Stock Details PRFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.96K Hold
117
– – ﹤0.01% 3070
2025
Q1 		$5.92K Hold
117
– – ﹤0.01% 2414
2024
Q4 		$5.88K Hold
117
– – ﹤0.01% 2275
2024
Q3 		$6.05K Hold
117
– – ﹤0.01% 2147
2024
Q2 		$5.88K Hold
117
– – ﹤0.01% 2161
2024
Q1 		$5.68K Buy
+117
New +$5.68K ﹤0.01% 1985