Mid-American Wealth Advisory Group’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 | $13.2K | Buy |
+769
| New | +$13.2K | 0.01% | 143 |
|
|
2024
Q3 | – | Sell |
-16,886
| Closed | -$292K | – | 56 |
|
|
2024
Q2 | $292K | Sell |
16,886
-9,486
| -36% | -$164K | 0.19% | 46 |
|
|
2024
Q1 | $467K | Sell |
26,372
-8,623
| -25% | -$153K | 0.31% | 29 |
|
|
2023
Q4 | $601K | Sell |
34,995
-980
| -3% | -$16.8K | 0.45% | 24 |
|
|
2023
Q3 | $576K | Sell |
35,975
-362,423
| -91% | -$5.8M | 0.47% | 23 |
|
|
2023
Q2 | $7M | Buy |
+398,398
| New | +$7M | 5.45% | 1 |
|
|
2022
Q1 | $6.7M | Buy |
326,052
+192,393
| +144% | +$3.95M | 5.24% | 2 |
|
|
2021
Q4 | $2.92M | Buy |
+133,659
| New | +$2.92M | 2.35% | 14 |
|