Shaker Financial Services’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Sell |
|
|||||
|
2025
Q2 | $1.21M | Sell |
|
|||||
|
2025
Q1 | $1.28M | Buy |
|
|||||
|
2024
Q4 | $994K | Buy |
|
|||||
|
2024
Q3 | $407K | Sell |
|
|||||
|
2024
Q2 | $439K | Sell |
|
|||||
|
2024
Q1 | $751K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $269K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $220K | Sell |
|
|||||
|
2021
Q4 | $493K | Buy |
|