SWM Advisors’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
2022
Q3
Sell
-11,837
Closed -$214K 26
2022
Q2
$214K Sell
11,837
-2,403
-17% -$43.4K 0.19% 22
2022
Q1
$292K Hold
14,240
0.23% 22
2021
Q4
$294K Buy
+14,240
New +$294K 0.26% 22