Physician Wealth 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 | $299K | Hold |
14,833
| – | – | 0.05% | 139 |
|
|
2025
Q1 | $297K | Hold |
14,833
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $293K | Hold |
14,833
| – | – | 0.05% | 139 |
|
|
2024
Q3 | $310K | Hold |
14,833
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $298K | Hold |
14,833
| – | – | 0.06% | 127 |
|
|
2024
Q1 | $279K | Hold |
14,833
| – | – | 0.06% | 128 |
|
|
2023
Q4 | $288K | Hold |
14,833
| – | – | 0.06% | 123 |
|
|
2023
Q3 | $260K | Hold |
14,833
| – | – | 0.07% | 122 |
|
|
2023
Q2 | $271K | Hold |
14,833
| – | – | 0.07% | 122 |
|
|
2023
Q1 | $262K | Hold |
14,833
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $309K | Hold |
14,833
| – | – | 0.08% | 107 |
|
|
2022
Q3 | $271K | Hold |
14,833
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $325K | Sell |
14,833
-9,667
| -39% | -$212K | 0.09% | 107 |
|
|
2022
Q1 | $537K | Hold |
24,500
| – | – | 0.14% | 82 |
|
|
2021
Q4 | $653K | Hold |
24,500
| – | – | 0.17% | 71 |
|
|
2021
Q3 | $691K | Hold |
24,500
| – | – | 0.19% | 69 |
|
|
2021
Q2 | $772K | Hold |
24,500
| – | – | 0.22% | 60 |
|
|
2021
Q1 | $690K | Hold |
24,500
| – | – | 0.22% | 63 |
|
|
2020
Q4 | $669K | Hold |
24,500
| – | – | 0.23% | 65 |
|
|
2020
Q3 | $615K | Hold |
24,500
| – | – | 0.25% | 54 |
|
|
2020
Q2 | $661K | Buy |
+24,500
| New | +$661K | 0.27% | 57 |
|