NWM
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NEIRG Wealth Management’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,275
Closed -$247K 150
2021
Q4
$247K Buy
+10,275
New +$247K 0.05% 111