Ridgewood Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-811
| Closed | -$14.8K | – | 707 |
|
|
2024
Q3 | $14.8K | Hold |
811
| – | – | 0.01% | 443 |
|
|
2024
Q2 | $14K | Buy |
+811
| New | +$14K | 0.01% | 463 |
|
|
2023
Q3 | – | Sell |
-2,258
| Closed | -$39.9K | – | 583 |
|
|
2023
Q2 | $39.9K | Hold |
2,258
| – | – | 0.02% | 359 |
|
|
2023
Q1 | $39.9K | Buy |
+2,258
| New | +$39.9K | 0.02% | 375 |
|