KB
PTA icon

Kimelman & Baird’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Kimelman & Baird’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.8K Hold
800
– – ﹤0.01% 241
2025
Q1 		$15.6K Hold
800
– – ﹤0.01% 240
2024
Q4 		$15.4K Hold
800
– – ﹤0.01% 247
2024
Q3 		$16.8K Hold
800
– – ﹤0.01% 244
2024
Q2 		$15.9K Buy
+800
New +$15.9K ﹤0.01% 248