IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,230
| Closed | -$246K | – | 200 |
|
|
2021
Q4 | $246K | Hold |
11,230
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $238K | Hold |
11,230
| – | – | 0.05% | 160 |
|
|
2021
Q2 | $240K | Hold |
11,230
| – | – | 0.05% | 159 |
|
|
2021
Q1 | $234K | Buy |
+11,230
| New | +$234K | 0.06% | 110 |
|
|
2020
Q4 | – | Sell |
-11,790
| Closed | -$226K | – | 107 |
|
|
2020
Q3 | $226K | Buy |
+11,790
| New | +$226K | 0.07% | 92 |
|
|
2017
Q1 | – | Sell |
-1,946
| Closed | -$38K | – | 293 |
|
|
2016
Q4 | $38K | Buy |
+1,946
| New | +$38K | 0.02% | 186 |
|