NewEdge Advisors’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 | $707K | Sell |
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|
2025
Q3 | $794K | Buy |
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|
2025
Q2 | $704K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $229K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $306K | Buy |
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|
2020
Q4 | $242K | Buy |
|