RPCA
Running Point Capital Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,000
| Closed | -$167K | – | 195 |
|
2022
Q4 | $167K | Hold |
10,000
| – | – | 0.1% | 112 |
|
2022
Q3 | $172K | Hold |
10,000
| – | – | 0.11% | 97 |
|
2022
Q2 | $181K | Hold |
10,000
| – | – | 0.12% | 95 |
|
2022
Q1 | $205K | Buy |
+10,000
| New | +$205K | 0.12% | 96 |
|