SFPG
Stonebridge Financial Planning Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,600
| Closed | -$212K | – | 153 |
|
|
2023
Q3 | $212K | Sell |
12,600
-1,000
| -7% | -$16.8K | 0.14% | 132 |
|
|
2023
Q2 | $240K | Sell |
13,600
-3,185
| -19% | -$56.3K | 0.15% | 123 |
|
|
2023
Q1 | $296K | Buy |
16,785
+1,500
| +10% | +$26.5K | 0.19% | 104 |
|
|
2022
Q4 | $255K | Hold |
15,285
| – | – | 0.17% | 108 |
|
|
2022
Q3 | $263K | Hold |
15,285
| – | – | 0.18% | 102 |
|
|
2022
Q2 | $277K | Buy |
+15,285
| New | +$277K | 0.19% | 98 |
|