Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,535
| Closed | -$208K | – | 202 |
|
|
2021
Q4 | $208K | Buy |
+9,535
| New | +$208K | 0.02% | 187 |
|
|
2019
Q3 | – | Sell |
-7,807
| Closed | -$154K | – | 587 |
|
|
2019
Q2 | $154K | Sell |
7,807
-56
| -0.7% | -$1.11K | 0.02% | 177 |
|
|
2019
Q1 | $153K | Buy |
7,863
+7,577
| +2,649% | +$147K | 0.03% | 167 |
|
|
2018
Q4 | $5K | Buy |
+286
| New | +$5K | ﹤0.01% | 677 |
|