Perigon Wealth Management’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 | $284K | Buy |
16,605
+315
| +2% | +$5.39K | 0.01% | 856 |
|
|
2025
Q1 | $273K | Buy |
16,290
+103
| +0.6% | +$1.73K | 0.01% | 848 |
|
|
2024
Q4 | $281K | Buy |
16,187
+518
| +3% | +$9K | 0.01% | 844 |
|
|
2024
Q3 | $286K | Buy |
15,669
+170
| +1% | +$3.1K | 0.01% | 806 |
|
|
2024
Q2 | $268K | Buy |
15,499
+149
| +1% | +$2.58K | 0.01% | 732 |
|
|
2024
Q1 | $272K | Buy |
15,350
+76
| +0.5% | +$1.34K | 0.01% | 713 |
|
|
2023
Q4 | $262K | Buy |
+15,274
| New | +$262K | 0.01% | 697 |
|