Financial Advocates Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-21,567
| Closed | -$859K | – | 777 |
|
2024
Q3 | $859K | Buy |
+21,567
| New | +$859K | 0.05% | 332 |
|
2023
Q4 | – | Sell |
-22,870
| Closed | -$615K | – | 759 |
|
2023
Q3 | $615K | Buy |
+22,870
| New | +$615K | 0.04% | 363 |
|
2021
Q2 | – | Sell |
-8,224
| Closed | -$528K | – | 797 |
|
2021
Q1 | $528K | Buy |
+8,224
| New | +$528K | 0.04% | 459 |
|