Patriot Investment Management 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 | $305K | Sell |
17,800
-3,422
| -16% | -$58.6K | 0.02% | 201 |
|
|
2025
Q1 | $356K | Sell |
21,222
-10,041
| -32% | -$168K | 0.03% | 182 |
|
|
2024
Q4 | $539K | Hold |
31,263
| – | – | 0.04% | 149 |
|
|
2024
Q3 | $571K | Sell |
31,263
-2,551
| -8% | -$46.6K | 0.04% | 149 |
|
|
2024
Q2 | $585K | Hold |
33,814
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $598K | Hold |
33,814
| – | – | 0.05% | 150 |
|
|
2023
Q4 | $581K | Sell |
33,814
-3,869
| -10% | -$66.5K | 0.05% | 147 |
|
|
2023
Q3 | $633K | Buy |
+37,683
| New | +$633K | 0.06% | 135 |
|