Wedbush Securities’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $959K | Sell |
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|
2024
Q4 | $1.13M | Buy |
|
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|
2024
Q3 | $1.06M | Sell |
|
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.15M | Sell |
|
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|
2023
Q4 | $1.13M | Buy |
|
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $941K | Sell |
|
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|
2023
Q1 | $1.09M | Sell |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.48M | Sell |
|
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $3.74M | Buy |
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|
2021
Q2 | $3.42M | Sell |
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|
2021
Q1 | $6.81M | Sell |
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|
2020
Q4 | $7.39M | Buy |
|