Modera Wealth Management’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
Q2 | $249K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $255K | Buy |
|
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $213K | Buy |
|
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|
2023
Q4 | $194K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $183K | Buy |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $250K | Buy |
|