Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,919
| Closed | -$62K | – | 783 |
|
|
2021
Q2 | $62K | Sell |
2,919
-3,466
| -54% | -$73.6K | 0.02% | 247 |
|
|
2021
Q1 | $59 | Buy |
6,385
+3,342
| +110% | +$31 | 0.02% | 247 |
|
|
2020
Q4 | $63K | Sell |
3,043
-89
| -3% | -$1.84K | 0.02% | 232 |
|
|
2020
Q3 | $60K | Sell |
3,132
-128
| -4% | -$2.45K | 0.02% | 212 |
|
|
2020
Q2 | $59K | Buy |
3,260
+6
| +0.2% | +$109 | 0.02% | 215 |
|
|
2020
Q1 | $54K | Sell |
3,254
-1,073
| -25% | -$17.8K | 0.02% | 213 |
|
|
2019
Q4 | $88K | Buy |
+4,327
| New | +$88K | 0.04% | 190 |
|