Stockman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $609K | Buy |
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|
2020
Q1 | $502K | Sell |
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|
2019
Q4 | $625K | Buy |
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