Global Wealth Management Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-71
| Closed | -$1K | – | 575 |
|
2020
Q2 | $1K | Hold |
71
| – | – | ﹤0.01% | 572 |
|
2020
Q1 | $1K | Hold |
71
| – | – | ﹤0.01% | 561 |
|
2019
Q4 | $1K | Hold |
71
| – | – | ﹤0.01% | 568 |
|
2019
Q3 | $1K | Hold |
71
| – | – | ﹤0.01% | 595 |
|
2019
Q2 | $1K | Sell |
71
-69
| -49% | -$972 | ﹤0.01% | 653 |
|
2019
Q1 | $3K | Sell |
140
-397
| -74% | -$8.51K | ﹤0.01% | 503 |
|
2018
Q4 | $10K | Buy |
+537
| New | +$10K | 0.01% | 386 |
|