Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
54,308
-4,997
| -8% | -$86.6K | 0.18% | 133 |
|
|
2025
Q1 | $994K | Sell |
59,305
-3,550
| -6% | -$59.5K | 0.22% | 110 |
|
|
2024
Q4 | $1.08M | Buy |
62,855
+346
| +0.6% | +$5.97K | 0.26% | 96 |
|
|
2024
Q3 | $1.14M | Buy |
+62,509
| New | +$1.14M | 0.27% | 99 |
|
|
2023
Q1 | – | Sell |
-13,746
| Closed | -$230K | – | 186 |
|
|
2022
Q4 | $230K | Sell |
13,746
-5,826
| -30% | -$97.4K | 0.09% | 158 |
|
|
2022
Q3 | $337K | Sell |
19,572
-1,735
| -8% | -$29.9K | 0.14% | 139 |
|
|
2022
Q2 | $386K | Sell |
21,307
-1,817
| -8% | -$32.9K | 0.15% | 140 |
|
|
2022
Q1 | $475K | Sell |
23,124
-222
| -1% | -$4.56K | 0.19% | 145 |
|
|
2021
Q4 | $511K | Sell |
23,346
-1,589
| -6% | -$34.8K | 0.19% | 148 |
|
|
2021
Q3 | $529K | Buy |
+24,935
| New | +$529K | 0.27% | 120 |
|