Physician Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Sell |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $293K | Hold |
|
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|
2024
Q3 | $310K | Hold |
|
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|
2024
Q2 | $298K | Hold |
|
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $271K | Hold |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $691K | Hold |
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|
2021
Q2 | $772K | Hold |
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|
2021
Q1 | $690K | Hold |
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|
2020
Q4 | $669K | Hold |
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|
2020
Q3 | $615K | Hold |
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|
2020
Q2 | $661K | Buy |
|