Lehman & Derafelo Financial Resources’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,500
| Closed | -$43K | – | 163 |
|
2022
Q3 | $43K | Hold |
2,500
| – | – | 0.01% | 128 |
|
2022
Q2 | $45K | Buy |
+2,500
| New | +$45K | 0.01% | 131 |
|
2021
Q4 | – | Sell |
-2,500
| Closed | -$53K | – | 161 |
|
2021
Q3 | $53K | Hold |
2,500
| – | – | 0.02% | 131 |
|
2021
Q2 | $53K | Hold |
2,500
| – | – | 0.01% | 150 |
|
2021
Q1 | $52K | Hold |
2,500
| – | – | 0.01% | 148 |
|
2020
Q4 | $51K | Hold |
2,500
| – | – | 0.02% | 145 |
|
2020
Q3 | $48K | Hold |
2,500
| – | – | 0.02% | 136 |
|
2020
Q2 | $46K | Hold |
2,500
| – | – | 0.02% | 127 |
|
2020
Q1 | $41K | Hold |
2,500
| – | – | 0.02% | 119 |
|
2019
Q4 | $51K | Hold |
2,500
| – | – | 0.02% | 130 |
|
2019
Q3 | $51K | Buy |
+2,500
| New | +$51K | 0.02% | 123 |
|