LexAurum Advisors’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $455K | Buy |
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|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $618K | Buy |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $635K | Sell |
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|
2024
Q1 | $908K | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $255K | Buy |
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