SWA
Sax Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
86,107
-108,772
| -56% | -$1.86M | 0.09% | 127 |
|
|
2025
Q1 | $3.27M | Buy |
194,879
+3,483
| +2% | +$58.4K | 0.23% | 62 |
|
|
2024
Q4 | $3.3M | Buy |
191,396
+1,837
| +1% | +$31.7K | 0.26% | 52 |
|
|
2024
Q3 | $3.46M | Buy |
189,559
+5,851
| +3% | +$107K | 0.31% | 41 |
|
|
2024
Q2 | $3.18M | Buy |
183,708
+20,861
| +13% | +$361K | 0.3% | 44 |
|
|
2024
Q1 | $2.88M | Buy |
162,847
+6,999
| +4% | +$124K | 0.34% | 36 |
|
|
2023
Q4 | $2.68M | Buy |
+155,848
| New | +$2.68M | 0.44% | 43 |
|