Sheets Smith Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.38M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.6M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.26M | Buy |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.78M | Sell |
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|
2021
Q1 | $1.88M | Buy |
|