LPL Financial’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
Q4 | $1.39M | Buy |
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|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.02M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $780K | Sell |
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|
2023
Q2 | $845K | Buy |
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