Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-50,000
| Closed | -$885K | – | 216 |
|
|
2024
Q1 | $885K | Hold |
50,000
| – | – | 0.39% | 75 |
|
|
2023
Q4 | $859K | Hold |
50,000
| – | – | 0.38% | 74 |
|
|
2023
Q3 | $841K | Buy |
+50,000
| New | +$841K | 0.42% | 59 |
|
|
2023
Q1 | – | Sell |
-20,140
| Closed | -$337K | – | 186 |
|
|
2022
Q4 | $337K | Buy |
+20,140
| New | +$337K | 0.2% | 121 |
|