Integrated Wealth Concepts’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Sell |
10,000
-7
| -0.1% | -$141 | ﹤0.01% | 1769 |
|
|
2025
Q1 | $200K | Hold |
10,007
| – | – | ﹤0.01% | 1628 |
|
|
2024
Q4 | $198K | Sell |
10,007
-1,127
| -10% | -$22.3K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $239K | Hold |
11,134
| – | – | ﹤0.01% | 1478 |
|
|
2024
Q2 | $220K | Hold |
11,134
| – | – | ﹤0.01% | 1480 |
|
|
2024
Q1 | $223K | Sell |
11,134
-177
| -2% | -$3.54K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $214K | Buy |
+11,311
| New | +$214K | ﹤0.01% | 1437 |
|