Pettinga Financial Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
23,672
+8,339
+54% +$168K 0.1% 88
2025
Q1
$307K Sell
15,333
-10,240
-40% -$205K 0.07% 99
2024
Q4
$506K Buy
+25,573
New +$506K 0.11% 83
2024
Q1
Sell
-35,591
Closed -$673K 127
2023
Q4
$673K Buy
+35,591
New +$673K 0.18% 66