WealthBridge Capital Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
25,375
-2,585
| -9% | -$52.1K | 0.13% | 117 |
|
|
2025
Q1 | $559K | Buy |
27,960
+850
| +3% | +$17K | 0.16% | 102 |
|
|
2024
Q4 | $536K | Buy |
27,110
+1,250
| +5% | +$24.7K | 0.15% | 106 |
|
|
2024
Q3 | $554K | Buy |
25,860
+11,050
| +75% | +$237K | 0.16% | 100 |
|
|
2024
Q2 | $293K | Buy |
14,810
+2,750
| +23% | +$54.4K | 0.1% | 133 |
|
|
2024
Q1 | $241K | Buy |
+12,060
| New | +$241K | 0.08% | 161 |
|