SeaCrest Wealth Management’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
Q1 | – | Sell |
-11,661
| Closed | -$200K | – | 650 |
|
|
2023
Q4 | $200K | Hold |
11,661
| – | – | 0.02% | 580 |
|
|
2023
Q3 | $196K | Hold |
11,661
| – | – | 0.03% | 574 |
|
|
2023
Q2 | $206K | Sell |
11,661
-700
| -6% | -$12.4K | 0.03% | 570 |
|
|
2023
Q1 | $218K | Hold |
12,361
| – | – | 0.03% | 559 |
|
|
2022
Q4 | $207K | Hold |
12,361
| – | – | 0.03% | 559 |
|
|
2022
Q3 | $213K | Hold |
12,361
| – | – | 0.03% | 537 |
|
|
2022
Q2 | $224K | Hold |
12,361
| – | – | 0.03% | 563 |
|
|
2022
Q1 | $254K | Hold |
12,361
| – | – | 0.03% | 577 |
|
|
2021
Q4 | $270K | Hold |
12,361
| – | – | 0.03% | 546 |
|
|
2021
Q3 | $262K | Hold |
12,361
| – | – | 0.03% | 531 |
|
|
2021
Q2 | $264K | Buy |
+12,361
| New | +$264K | 0.03% | 539 |
|